Creating a new Project

Assigning a Project Manager

Adding Invoices to Projects

Using the Project Dashboard

 

Creating a New Project

In the Project Manager

Select Projects

Select

The Create Project page opens

Project Name: Enter the name which will appear in the project list.

Assign Buildings to Project: Use the Green Arrows to assign buildings to this project.

Fiscal Year: Enter the Fiscal Year for the project. Help

FIN Code: ?????

Dept. of Ed. Number: Minnesota Department of Education Number

Budget Amount: Enter the budget for this project.

Description: Enter a description of this project.

to save the new Project.

to exit without saving changes.

 

Adding Invoices to a Project

In the Project Manager

Select Projects

The Project List appears.

Click on the Add Invoice Icon

The Project Invoice Page Appears

 

Related Topics:

Using the Project Dashboard

Assigning Project Managers

Vendors