Add or Modify Project Records

Add or Modify Project Records

Overview

Before you start

To add, edit, or delete a project record:

1. Open Project and Job Costing > PJC Setup > Projects.

Click here for help on the fields that appear on the Projects form.

2. In the Project field (the field described by the Level 2 name on the Options form), enter the code for this new project using up to 16 characters.

3. Enter a description for the project in the Description field, using up to 60 characters.

4. Enter default settings for this project on the Project tab.

5. If you want to replace segment codes in General Ledger accounts when you generate transactions for projects that use this project code, click the Integration tab, then select the Override G/L Account Segments option. choose the G/L segments to override and the codes you want to override them with on the grid that appears.

6. If you use optional fields, click the Optional Fields tab to edit or check the optional fields assigned to the project.

7. When you have finished entering data to define the project, click Add.

8. To add another project record, click the New button next to the Project field and repeat steps 2 through 7. Otherwise, click the Close button to close the Project form.

After adding or changing project records

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