Add Projects

From General ledger, Projects, work with projects to record transactions and report on activity for grants, endowments, scholarships, programs, special events, investments, or other similar entities. Project records provide an extra level of tracking for you to run detailed reports while ensuring you meet donor restrictions.

1. From the list of projects, select Add.

2. Under General, enter details for the project.

   • Project ID - Enter the identification number for the project.

   • Description - Enter the name of the project.

   • Status - Select the project status.

   • Start date and End date - Enter the project start and end dates.

3. To block the project from data entry, select Prevent data entry for this project.

   You can also prevent posting after a future date by selecting Prevent posting after and entering a date.

4. Under Primary report categories, select the division, department, and location for the project.

   Tip: If the category you need doesn't exist, add it from Settings, Fields and tables, System fields. For details, review fields and tables.

5. Under Account restrictions, select restrictions to control the accounts that can be used with the project. For example, you can restrict or allow use of all accounts for the project. If you previously set up restrictions you want to use again, save time by copying them from another project.

6. Under Contacts, add a contact to keep key stakeholders, team members, and other relevant individuals associated with the project.

7. Add custom fields and attachments as necessary.

8. Select Save.