Project Travel
Open a project and select Travel to review its trip activity in project context. The tab can show estimated and actual travel cost, trip counts, travel days, and the All Trips list.
How Travel Costs Reach A Budget
The project's assigned Project Blueprint provides separate cost allocation policies for:
- Travel Time / Service Fees
- Travel Expenses
Each policy can be No cost allocation, Optional cost allocation, or Required cost allocation. When allocation is used, the trip identifies the Budget Item that should receive the cost.
Estimated transportation and stay costs support planning and approval. After the trip, the final actual values and the cost share between related projects determine the travel-expense amounts written to their Budget Item ledgers.
Service Fees are separate from transportation and stay. Meeting days, preparation days, and the applicable rate determine the fee-side amount.
Allocation Versus Invoicing
Budget allocation is internal tracking. The selected Budget Item receives an Actual Cost Ledger entry.
For customer invoicing, the item must belong to a Service Revenue Budget using External invoicing + Actual Costs. Other Budgets keep the internal actual without creating an Invoice Position.