Project Maintenance

Menu Path: General Ledger $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Project Maintenance

Note You can also access Project Maintenance from Journal Entry.

Purpose

Define or edit projects.

Overview

Use Project Maintenance to create projects. You can use general ledger projects as a tracking mechanism. Projects allow you to track expenses and compare the expenses to the project's budget. Any type of general ledger entry or accounts payable entry can be linked to a project.

Creating Projects

To create a project:

If your company uses consolidation ledgers, verify the ledger ID for which you want to create a project is entered in the Ledger ID field.
Click the New button in the ribbon.
Enter the project ID in the Project # field.
Enter the budget for the project in the Budget Amount field.
Enter the start and end dates for the project in the Start Date and End Date fields.
Enter a description of the project in the Description field.
Click the OK button in the ribbon. The project is created.

To edit an existing project, enter the project ID in the Project # field, click the Update button in the ribbon, edit the project information, and then click the OK button in the ribbon to save the changes.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Project Maintenance window.
New	Click this button to create a new project.
Update	Click this button to update the selected project.
Delete	Click this button to delete the selected project.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first project.
Prev	Click this button to display the previous project.
Next	Click this button to display the next project.
Last	Click this button to display the last project.

Fields and Buttons

Field or Button

Description

Project #

Enter an alphanumeric project ID, or click the Lookup button to select a project ID.

Ledger ID

Enter a ledger ID for the project, or click the Lookup button to select a ledger ID.

Note This field is only available if at least one consolidation ledger is set up.

Main Tab Fields and Buttons

Field or Button	Description
Budget Amount	Enter the amount budgeted for the project. This amount can be positive or negative, but cannot be equal to zero.
Start Date	Enter the starting date for the project, or click the drop-down arrow to select a date. Note You can only enter a project number for a general ledger journal entry if the entry date is between the project's start and end dates.
End Date	Enter the ending date for the project, or click the drop-down arrow to select a date. Note You can only enter a project number for a general ledger journal entry if the entry date is between the project's start and end dates.
Description	Enter a description of the project.