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Project Information


Projects may be assigned to help identify revenue and/or disbursements of particular projects (e.g., gifts may be received for multiple purposes but need to be categorized under one project. Or,gifts may be received for  one purpose but needs to be identified with various projects.) Apply projects to line items when processing  gifts. The project information is sent to Journal Entry for tracking. 

This Section Includes:

Project Information

Notes Tab

Attachments Tab

Project Information

The Project Information page contains the following 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.

Project Number:

Name:

Active?:

Begin Date:

End Date:

Max Total:

Companies: Select each company in which the project is to be associated with from the drop-down list.

Notes Tab

Enter a note in the field provided if you wish.

Attachments Tab

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

Save/Cancel

Click the  button to save any information that has been added or changed.

Click the Reset link to reset the page back to how it was before any changes were made to it.

Click the Cancel link to leave the page without saving any changes and return to the previous page you were on.