Working With Projects

To use the Project Tracking feature, project tracking codes must be set up.

  • Click Purchasing on the top menu bar.
  • Select Project Tracking codes. 
  • Click Add/Edit Project Tracking Code.
  • Click Add to start a new project.
  • Assign a Code and Description for the project then click OK.
  • When creating a Requisition/PO, enter the project number in the space provided.