Description: Projects are used for tracking expenses and assessing profitability for individual projects. Projects can be used to track Capital Improvement Projects, Trading related sales, individual vehicle expenses, or individual equipment expenses.

Software Version: 2023.08.31 and newer

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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. Note: If a record is not selected prior to clicking the button, the message “Please select a row to delete.” will be displayed. _{WARNING: Records cannot be recovered once they are deleted!}
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). The bolded view is the default view, which will determine the view will automatically display in when opened.
Help	Opens the online WIKI help page for the current page. This icon is only visible on pages that are documented in the online help.
New	Allows the user to create a new master file record or transaction by opening a blank record view page. This icon is always enabled.
Save	Saves the changes made to the record. It is only necessary to click the Save button when a change is detected on the page. When a change has been made, a ‘ + ‘ character is displayed prior to the page name in the page title bar (light blue bar in the upper left corner of the page). Clicking Save reloads the page.
Fields	Description
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: AP Invoices AP Credit Memos Journal Entry - Debit lines 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: AP Invoices AP Credit Memos Journal Entry - Credit lines This is a calculated field that is not linked to a database field and is never editable from here.

Properties Grid

Toolbar Icons	Description
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.
Properties	Value
Currency ID	Identifies the Currency assigned to the transaction. This defaults from the Currency assigned to the Company but is editable, however once a transaction has been distributed and saved to a Project, it is no longer editable. Database Field: ERPx_GLProject.CurrencySK
Expense Budget	Identifies the budgeted amount for the expenses that will be associated with this project. This is not required and is always editable. Expenses can be assigned to projects in NorthScope from an AP Invoice, AP Credit Memo, or manual Journal Entry Debit line, provided the "Open to Purchasing" property is set to "Yes". Database Field: ERPx_GLProject.ExpenseBudget
Inactive	A Yes/No field used to identify if the record is Inactive. If set to "Yes" then the record 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. This field defaults to "No" and is always editable. This field is only displayed after the record is initially saved. Database Field: ERPx_GLProject.IsInactive
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.
Open to Purchasing	Identifies whether or not this project will allow for Expenses to be assigned. If the project has an expense budget or it is anticipated there will be expenses associated with it then this should be set to ‘Yes’. If the project does not have an expense budget and only revenue will be tracked then this should be set to ‘No’. Database Field: ERPx_GLProject.ProjectSK and ERPx_GLProjectModule.ModuleSK = 18
Open to Sales	Identifies whether or not this project will allow for Revenue to be assigned. If the project has a revenue budget or it is anticipated there will be revenue associated with it then this should be set to ‘Yes’. If the project does not have a revenue budget and only expenses will be tracked then this should be set to ‘No’. Database Field: ERPx_GLProject.ProjectSK and ERPx_GLProjectModule.ModuleSK = 4
Project Class	Identifies the Class that the project has been assigned to. This is required but is always editable. Database Field: ERPx_GLProject.ProjectClassSK
Project Description	The name associated with the Project. This is required for all records and is always editable. Database Field: ERPx_GLProject.ProjectDescription
Project 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 and if entered it must occur on or after the 'Start' date. Database Field: ERPx_GLProject.ProjectEndDate
Project ID	Identifies the unique identifier for the Project. This is a system assigned number and is not editable. Database Field: ERPx_GLProject.ProjectID
Project 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. Database Field: ERPx_GLProject.ProjectStartDate
Revenue Budget	Identifies the budgeted amount for the revenue that will be associated with this project. This is not required and is always editable. Revenue can only be assigned to projects using a Credit Journal Entry line. Database Field: ERPx_GLProject.RevenueBudget

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Properties Grid

Related Topics

Page Definitions

Technical Details

Stored Procedures:
dbo.SPx_GLSEL_Project
dbo.SPx_GLSEL_ProjectList
dbo.SPx_GLSEL_ProjectLookup
dbo.SPx_GLSEL_ProjectLookupByModule
dbo.SPx_GLSEL_ProjectProperties
dbo.SPx_GLUpdate_Project
dbo.SPx_GLUpdate_ProjectList