Add Projects

Add a project from General ledger, Projects.

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 Control panel, Fields and tables, System fields. For more details, see 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, select Add contact to add them for the project. For more details, seeContacts.

7. To add custom fields for the project, select Add custom field. Use these to add additional info and further filter projects when you search for them. For more details, see Custom Fields.

8. Under Attachments, you can add attachments to the project by moving a file to Drag a file here or by browsing to the file. You can also link to a file online. For more details, see Attachments.

9. Select Save.