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How do I create a project?

On Project, give the code and name, pick the group, the funding (the customer, or the legal entity for an internal project), the estimated dates and the manager, and add the categories the project will use.

Screen
Project Accounting › Project › Project
Who
The project manager
Takes effect
On Save

Steps​

  1. Open Project, New. Project PRJ-0042, Name, Project Group.
  2. Project Funding: Customer, then the customer in Project Funding No. For an internal project, Legal Entity.
  3. Dates and people: Estimate Start and End Date, Project Manager, Project Supervisor. Project Stage Created.
  4. Category Assignment tab: add every category the project will be costed and billed on.
  5. Save.

Check it worked​

Nothing in this task posts to the accounts.

If something looks wrong​

  • "Project cannot be Duplicate". The code is used.
  • "Movement Lines - Line ID: ... - Required Order Journal". A Movement line has no order journal; fill it or delete the line.