Project Record

Activity displays a summary of project activity information, including beginning and ending balances, revenue, expenses and net change. The full summary amount displays, regardless of the account security in place. When you view a period, all amounts that make up the summary number are displayed, however, the account ID and account description are masked.

You can filter the information using the Actual/Encumbrance and Fiscal year filters.

Budget displays a summary of budget activity information, including actual and budgeted amounts for a specified time period. The full summary amount displays, regardless of the account security in place. When you view a category, all amounts that make up the summary number are displayed, however, the account ID and account description are masked.

The Favorable/(unfavorable) column displays the difference between actual and budget amounts. You can filter the information using the Actual/Encumbrance, Fiscal year and Budget scenario filters.

Note: The Budget scenario filter shows only budgets that exist for the selected fiscal year on the selected project. If there are no budgets that exist for the selected fiscal year on the selected project, the drop-down menu is disabled.

From the Attachments tile on a project record, you can now upload or link to files you want attached to the project - such as images, PDFs, Word documents, Excel spreadsheets, and other files. For more information about media, see Attachments.

Tip: In the database view, you can attach files to projects from the Media tab. If a file saved on the Media tab doesn't open correctly under Attachments, verify it looks correct in the database view and then reattach it to the record in the web view.

Balance sheet displays balance sheet information associated with the project. Filter the data to view actual or encumbrance amounts, or both. You can also filter based on fiscal year, fiscal period, or fund. Select a project's category to view details. For more information about filter options, see Balance Sheet Filters.

Contacts displays any contacts associated with this project. To add contact information, select Add. For more information, see Contacts.

Historydisplays all the history and changes made to the project, including date created, any changes made, and who changed it. You can filter this information using the date drop-down selections.

Notes displays the notes you've created for the project. To add new ones to the project, select Add or Add note. For more information, see Notes.

Actions displays the actions you've created for the project. To add new ones to the project, select Add or Add action. For more information, see Actions.

Custom fields displays any custom fields you've created for the project. Use custom fields to add additional information to a record, and to further filter records when you search. For information on how to add custom fields, see Custom Fields.