Summary
A Project is the highest level of organization in the Project Management module because a project can be associated with multiple tasks. For example, if you are organizing a parade, you could set up the parade as a project and then create a task for each job that needs to be completed. The time card entries and transactions will be posted to the tasks, but the tasks will be grouped together by project. When you want to view the progress of a project and the tasks associated with it, generate a Task by Project Report (PM> Reports> Task by Project).
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Task |
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Projects are an optional grouping in the Project Management module. You are not required to attach a project to a task code.
Related Links
Click here for information on attachments.
Click here for information on Task Maintenance.
Step by Step
if you would like to view the documents attached to the project or would like to
attach a document to the project. This will open the Attachments Selection
window.
or press ENTER when complete. The Project will be added to the Project Maintenance
window.
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