Entering Project Transactions


In this topic, you will learn how to add a transaction to a project.


Steps:

  1. Begin by navigating to the Add Transactions page.

     

    Click the Main Menu button.

    Step 1

  2. Click the Scroll Down button.

    Step 2

  3. Click the Project Costing menu.

    Step 3

  4. Click the Transaction Definitions menu.

    Step 4

  5. Click the Add Transactions menu.

    Step 5

  6. Enter the desired information into the Business Unit field.

     

    Enter "USCIP".

    Step 6

  7. Enter the desired information into the Project field.

     

    Enter "20000022".

    Step 7

  8. Click the Search button.

    Step 8

  9. Use the Add Transactions page to view, add, edit, and delete transactions associated with a project activity.

    Step 9

  10. Enter the desired information into the Analysis Group field.

     

    Enter "ALL".

    Step 10

  11. Use the Project Transactions grid to enter data for each transaction. Transactions can be grouped into types, categories, and subcategories.

    Step 11

  12. Use the Analysis Type field to specify whether the analysis is planned or actual.

    Step 12

  13. Enter the desired information into the Analysis Type field.

     

    Enter "ACT".

    Step 13

  14. Enter the desired information into the Quantity field.

     

    Enter "394".

    Step 14

  15. Enter the desired information into the Source Amount field.

     

    Enter "9572.00".

    Step 15

  16. Click the Transaction Detail button.

    Step 16

  17. Use the Transaction Detail page to modify detailed information for a specified transaction.

    Step 17

  18. Enter the desired information into the Description field.

     

    Enter "Labor - Campus Beautification".

    Step 18

  19. Click the Return to Add Transactions link.

    Step 19

  20. Click the Save button.

    Step 20

  21. Click the Process Transactions button.

    Step 21

  22. Click the OK button.

    Step 22

  23. Click the Home link.

    Step 23

Congratulations, you have successfully learned how to add a transaction to a project.

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