Modify Project Information

Projects help identify revenue and disbursements for specific projects, but must be categorized under a single project. Apply projects to line items when processing transactions. The project information is sent to the Journal Entry for tracking.

Project Information

Select a project in the Project Information pop-out window on the right side of the screen to view or edit a project. You can also click the Add New Project link to add a new project. For each project, you must supply a Project Number and Name.

1. Project Number: The next available number is assigned automatically when adding a new project. You can type your own number if desired.
2. Name: Enter a name for the project.
3. Active?: Specify whether the project is active.
4. Begin Date: Enter the project start date.
5. End Date: Enter the project end date.
6. Max Total: Specify the maximum amount that should be spent on this project.
7. Companies: Select each company the project is associated with from the drop-down list. If you choose to filter by company, use this list to select which companies the project applies to.

Note: Projects do not require a Begin or End Date. If supplied, the date filters honor the dates where available.

Note: The Max Total, Begin Date, and End Date fields are informational only and not enforced by the program. The Project Register report in General Ledger has an option to display the maximum total amount.

1. Click the Delete icon by any project to be prompted to remove it. You can only remove unused projects.

Note: Modify Project Information works the same in every application. Any changes made in this area affect Project Information throughout the program, such as adding a project or editing a project name.

Note Tab

Enter a note in the field provided if you wish.

Attachments Tab

The Attachments tab allows you to attach files from your device or scan images using the Scanner.Client.exe program. See the Attachments Help Page for detailed information regarding the attachments feature.

Save or Cancel Changes

1. Click the Save button to save any information that has been added or changed.
2. Click the Reset link to restore the page to its state before any changes were made.
3. Click the Cancel link to leave the page without saving and return to the previous page.

Updated June 03, 2026 01:18