Modify Project Information allows you to edit the details of your projects.
This Help page contains the following sections:
Select a project by clicking its link on the right panel. You may also click the Add New Project link to add a new project.
Click the Delete icon by any project to be prompted to remove it. You can only remove unused projects.
For each project, you must have a Project Number and Name. You can also specify if the project is Active, the Begin Date and End Date, Max Total, Note, and and use the Companies filter if you want to restrict the project to certain companies. If you choose to filter by company, use the Companies list to select which companies you want the project to apply to.
The Max Total, Begin Date, and End Date fields are informational only and not enforced by the program. The Max Total field allows you to specify the maximum amount that should be spent on this project. The Project Register report in General Ledger has an option to display this total.
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.
Click the Update button to save all changes, the Reset link to undo all changes since the last time the page was updated, or the Cancel link to return you to the Bank Account Management dashboard without saving.
Modify Project Information is the same in every application. Any changes made within this area affect Project Information throughout the program (e.g., adding a project or editing a project name).
Compiled on 10/16/2018 10:23:13 AM