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How to create a new project string

How to create a new project string

Description of Issue

User needs to create new expense or funding source strings to use in transactions

Context
  • Project Master

Cause

Resolution

Project strings may be added to existing projects within Project Master

Financials > General Ledger Menu > Project Accounting > Project Ledger > Projects/Inquiry > Project Master

  1. Search for the project

  2. Click either Expense or Funding Source in the top ribbon

  3. Add

  4. Fill in the details for the new string

  5. Accept

For any questions regarding how to create project strings, please contact Enterprise ERP General Ledger Support.

Additional Information

Users will need the Project Accounting permissions Maintain projects and Maintain project strings checked on one of the roles tied to their User Attributes in order to create and maintain strings

Importing Project Strings instead of Manually Adding - General Ledger Account Import

 

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