Creating a Financial Project

1. Click Purchasing | Financial projects.
   
   
2. Click the New button found to the far left in the in the top menu.
   
   
3. The following dialog will appear. Enter your project details.
   1. Project Name: Enter the name of the project.
   2. Project Number: Enter the project number.
   3. Start date: Set the start date for the project.
   4. End date: Enter the date the project no longer should show up as an active project. When selecting a project for an order, only projects that has not expired will show by default. To show older projects, the user needs to click the toggle button Show older projects.
      
      
4. A financial project can either be created for one unit only or all units (Global). The default setting when creating a new financial project is that it will be “Global”. To create a unit specific “Financial Project” untick the “Global” check box and select the unit in question in the unit picker.
   
   
5. Click Save and Close.