How to Set Up Projects

Category: 

Click System Configuration

Click on Project Management to expand the dropdown

Click List Of Projects

Click Create New

A: Project Information

Project Code: Enter Project Code - this will appear in the Project Column

Project Title: Enter Project Title - this will appear in PO PDF

Start Date: Enter Start Date of the project

End Date: Enter End Date of the project

Currency: Select currency under dropdown

Overall Budget: Enter Overall Budget for the project

Project Address: Select Address Code for the Project under dropdown. This is set up under Manage Address

Address Line 1, Address Line 2, Postal Code, Country, State/Province, City: Auto Populated based on Project Address selected

Project Description: Enter Project Description

B: Project Members

Overall Project In-Charge: Select User (only 1)

Project Admin: Select user (only 1) - this user will be the one doing Project Forecast

Project Team Members: Select users who are working under the project

Once done, click Create

The project created will appear here in the list.

To edit the project, double click into the project

Click the Edit button

When editing a existing Project, the fields that can be edited are:

Project Information

  • Project Title
  • Start Date
  • End Date
  • Project Address
  • Description

Continued...

Project Members

  • Overall Project In-Charge
  • Project Admin
  • Project Team Members

After making changes, click Save.

Date last updated:
April 12, 2022