Next Generation - Create a project record when using Multi Entity

A project record is used to record details of a project, such as the customer it is for and among other features, it provides a means of specifying the cost centre to be used.

When you use Multi Entity, there will be some rules that you have to follow when creating a project and a cost centre. For more information on the project creation please refer to the Sub Ledger section in the table below.

Create a new project record

Click Costing then click Projects.
Click on the Insert button at the top of the screen.

Explanation of the fields found on the Details and Custom tabs.

Option	Description
Project Code	Compulsory field and must be unique. Allows 10 alphanumeric characters. Not editable when using the System Options to generate automatic project codes.
Name	Compulsory field allowing 40 alphanumeric characters.
Description	Multiple line entry field allowing 80 alphanumeric characters.
Status	Defaults to the status that is set in the System Options which is security profile permission driven. You can choose between Active and Estimate statuses. and can be changed by selecting from the following available options: Estimate Opportunity Active Suspended Reopened Cancelled Completed
Customer Code	A lookup field which when opened displays the Customer Record List.
Sub Ledger	Compulsory field when using Multi Entity that defaults to blank. When you select a sub ledger on a project record, on a transaction screen only the project records set up with the same sub ledger are listed.
Project Type	Defaults to blank and has four different options: Commercial Project Internal Project Overhead Project Research Project
Project Manager	Defaults to blank and can select a resource record.
Project Sponsor	Defaults to blank and can select a resource record.
Billing Type	Defaults to blank and can choose between four options: Time and Materials Fixed Price Scheduled Capped
Probability	Defaults to blank and you can choose between several options: Qualified Proposal Submitted Shortlisted Preferred Supplier Verbal Order Won
Start and End Date	Defaults to blank and you can select both the start and the end dates.
Chargeable	Defaults to off and you can select the checkbox if the project is chargeable.
Sort Keys	Enables you to classify the record and can be used to provide selective reports. You can customise the field labels to suit your business the best. For more information on how to set up sort keys please refer to Set up sort keys for a project article
Custom Tab	All Custom fields which are set up for your database grouped together. These can hold extra information about the transaction you're working with.

You can set up cost centres for your existing projects. For more information on how to create a cost centre, please refer to our Create a cost centre article.

Next Generation - Create a cost centre record when using Multi Entity

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