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This is a new option which can be used to view your projects and project-to-date information.  For the initial versions of USAS-R this will remain one project per cash account, however in the future this will be updated to allow more flexibility in the creation of projects by tying them to budgets and anticipated revenues, even across multiple cash accounts.

Create a Project

 

Image Modified

  1. From the Admin Core menu select 'Projects'
  2. Click on 
  3. Enter in the required information:
  4. Click on  to create the project, click on  to not create the project and return to the Projects gird.

 

Assign Cash Account

  1. From the Admin Core menu select 'Project'
  2. From the grid, search for desired Project
  3. Click on beside the project the user would like to assign a cash account to
  4. A popup will appear where the user will select the cash account from a drop down and then click on

Edit Project

Existing Projects may be modified. 

  1. Search desired Porject on grid
  2. Click on Image Addedto edit the Porject
    1. make desired changes
  3. Click on Image Added to save desired changes on the Project.  Click on Image Addedto not post the changes and return to the Project grid.

Delete a Project

...

Edit Project

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An Project that has transactions against it can not be deleted.
  1. Search the desired Project on grid.
  2. Click on Image Added to delete the desired Project.
  3. Click on Image Added to confirm the deletion.