Creating projects

This guide provides the following information:

• How to create projects
• Reporting options available for projects

Creating projects

Watch this video to see how to create a project or follow the steps below it.

Navigate to the correct window

1. Navigate to Ledger / Ledger Maintenance / Project Maintenance.

Enter the project details

1. Enter the project code in the Project No text box.
2. Press Enter.
3. Check that the following message box appears: The project does not exist - do you want to create it?
4. Click the Yes button.
5. Enter (or select) the appropriate debtor account in the Account text box.
6. Enter the project's description in the Description text box.

Save the project

1. Click the Accept button.

Reporting options available for projects

There are 2 reports you can view when it comes to projects:

• You can do a project enquiry.
• You can view an income statement per project.

Project Enquiry

Watch this video to see how to do a project enquiry or follow the steps below it.

Navigate to the correct window

1. Navigate to Ledger / Project Enquiry.

Enter the report parameters

1. Select the financial year from the Year dropdown list.
2. Enter the project code in the Project text box.
3. Select the appropriate period range from the From Period and To Period dropdown lists.

Generate the report

1. Click the Accept button.

Print the report

1. Click the Print button.
2. Specify the print options.
3. Click the OK button.

Income statement per project

Watch this video to see how to view an income statement per project or follow the steps below it.

Navigate to the correct window

1. Navigate to Ledger / Reports / Income Statement per Project.

Enter the report parameters

1. Select the financial year from the Year dropdown list.
2. Select the appropriate period from the Period dropdown list.
3. Enter (or select) the project code in the Project text box.
4. Enter the date to which the income statement applies in the Date text box.
5. Select what to include in the relevant checkboxes.

Generate the income statement

1. Click the Accept button.

Print the income statement

1. Click the Print button.
2. Specify the print options.
3. Click the OK button.