Projects List View
Projects are used to associate revenue and expenses to specific objects. They are most commonly associated with Capital Improvement projects but can be used to associate costs with things like plant equipment, vehicles, and trading related sales.
From here, users can add, delete, and open individual Projects.
Software Version: 2019.09.03 and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Delete | Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Edit | Opens the selected record for editing. If a record is not selected, the page will not open. |
| Excel |  Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
|
| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
|
| Help | Opens the online WIKI help page for the current page.
|
| New | Opens a new blank record for data entry. |
| Fields | Description |
| Checkbox | Used to select one or more records. |
| Actual Expense | A non-editable text box that displays the sum total of all the expense amounts associated to this Project. This is populated from the following transactions with lines items associated with a project:
This is a calculated field that is not linked to a database field and is never editable from here. |
| Actual Net | A calculated field that displays the total when subtracting the 'Actual Expense' from the 'Actual Revenue'. This is a calculated field that is not linked to a database field and is never editable from here. |
| Actual Revenue | A non-editable text box that displays the sum total of all the revenue amounts associated to this Project. This is populated from the following transactions with lines items associated with a project:
This is a calculated field that is not linked to a database field and is never editable from here. |
| Inactive | A Yes/No field used to identify if the Project is Inactive. If set to 'Yes' then the Project is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used 'No' values display as blank in the grid. This value is always editable from the Project Record View. Linked Database Field: ERPx_GLProject.Isinactive |
| End | The date the Project ends. If this date is populated then it cannot be assigned to transactions that occur after this date. If this date is empty then the Project will be open indefinitely. This value is always editable from the Project Record View and if entered it must occur on or after the 'Start' date. Linked Database Field: ERPx_GLProject.ProjectEndDate |
| Expense Budget | Identifies the budgeted value for the expenses that will be associated with this project. This is not required and is always editable from the Project Record View. Linked Database Field: ERPx_GLProject.ExpenseBudget |
| Net Budget | A calculated field that displays the total when subtracting the 'Expense Budget' from the 'Revenue Budget'. This is a calculated field that is not linked to a database field and is never editable from here. |
| Project | A hyperlink that shows the unique identifier of the Project record. Clicking on the link opens the record view of the Project. This field is not editable once it has been saved on a Project. Linked Database Field: ERPx_GLProject.ProjectID |
| Project Class | Identifies the Class that the project has been assigned to. This is required but is always editable. Linked Database Field: ERPx_GLProject.ProjectClassSK |
| Project Description | The name associated with the Project ID. This is required for all records and is always editable from the Project Record View. Linked Database Field: ERPx_GLProject.ProjectDescription |
| Remaining | A calculated field that displays the difference between the 'Net Budget' and the 'Actual Net'. This is a calculated field that is not linked to a database field and is never editable from here. |
| Revenue Budget | Identifies the budgeted value for the revenue that will be associated with this project. This is not required and is always editable from the Project Record View. Linked Database Field: ERPx_GLProject.RevenueBudget |
| Start | The date the Project begins. Projects cannot be assigned to transactions that occur before this date. This date is required and is always editable from the Project Record View. Linked Database Field: ERPx_GLProject.ProjectStartDate |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.Related Topics
Project Transaction History Inquiry