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Project
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- Last edited 3 years ago by Gelo
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Contents
Project
This maintenance screen allows the user to configure and add projects for specific transactions.
Project Record List
Notes:
- Project Record must be on ACTIVE status in order to use it on the following modules:
Adding Project
Field | Description | Expected Values |
---|---|---|
1.Project Code | •Reference Code for Project | •Alphanumeric |
2.Project Name | •Name of the Project | •Alphanumeric |
Notes:
- Project Code Field is a unique requirement on the Module. This cannot be edited once created.
- For further instructions on how to Create a Project Record, the user may Visit the Project Job Aids which can be found here
Editing Project
Field | Description | Expected Values |
---|---|---|
1.Project Name | •Name of the Project | •Alphanumeric |
Notes:
- For further instructions on how to edit a Project Record, the user may Visit the Project Job Aids which can be found here
Project Options
Notes:
- For further instructions on how to Import and Export a Project Record, the user may Visit the Project Job Aids which can be found here
Project Importing Option
Notes:
- For further instructions on how to Import a Project Record, the user may Visit the Project Job Aids which can be found here
Project Record Option
Notes:
- For further instructions on how to View, Edit, Deactivate/Activate and Delete a Project Record, the user may Visit the Project Job Aids which can be found here
Project View Record
Notes
- Projects can be edit when viewing the Record.
- For further instructions on how to View a Project Record, the user may Visit the Project Job Aids which can be found here
Modules | |
---|---|
Maintenance | Maintenance | Project |
Purchase | Purchase Requisition | Import Purchase Order | Purchase Order |
Job Aid Modules | |
Maintenance Aids | Project Aids |
Sales Aids | Purchase Requisition Aid | Import Purchase Order Aid | Purchase Order Aid |