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, , one Project per Cash Account will be allowed; 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 Core menu select 'Projects'
2. Click on 

3. Enter in the required information:

   Note
   In order to calculate the expended and received amounts for this project, the project's start and stop dates must be entered.  The expended and received amounts will be calculated based on the start/stop dates entered.  If these dates are modified, re-assigning the Cash Account by clicking will update the totals on the Project Grid.

   
   

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

Delete a Project

1. Search the desired Project on grid.
2. Click on Image RemovedImage Added to delete the desired Project.
3. Click on  to confirm the deletion.

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