This is a new option which can be used to view your projects and project-to-date information.  For the initial versions of USAS, 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

Open

1. From the 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 Core menu select 'Project.'

2. From the grid, search for desired Project.

3. Click on

   Open

   

   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

   Open

   

   .

Edit Project

Existing Projects may be modified. 

1. Search desired Project on grid.

2. Click on 

   to edit the Project.

   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

An Project that has transactions against it can not be deleted.

1. Search the desired Project on grid.

2. Click on 

    to delete the desired Project.

3. Click on 

    to confirm the deletion.