Entering/Editing a Project-task Master

Adding a New Project-Task

To add a new Project-task, navigate to the Project Accounting homepage and click Add a Project-task.

In the new detail screen, enter as much information as desired (only the Project-task name is required), and click Add Project-Task Master.

Note: Assign a single project manager in the top entry area, and additional people and roles can be assigned by clicking Add Record in the input grid.

Editing or Deleting an Existing Project-Task

To find a project-task to edit or delete, first click Find Project-task from the Project Accountinghomepage. In the query design page, enter desired search criteria and click Run QueryRead more about queries in Axiom.

In the query results grid, click the Project-task # to go to the project-task detail screen.

Edit a Project-Task

Make any edits desired on the project-task and click Update. To back out, simply click the “Back” button on your browser, or click any link to navigate away from the page, and confirm the choice when prompted to leave the page with unsaved changes.

Delete a Project-Task

To delete a project-task, click the Organize button  and then Delete. Confirm the deletion when prompted.

All transactions (e.g., AP invoices, disbursements, or receipts) belonging to the Project-task Master must be deleted before the project can be deleted. If the transactions haven’t been posted, they can be deleted before making another attempt to delete the Project-task Master. If, however, the transactions have been posted, neither the transactions nor the Project-task can be deleted.

If the project should not be used again, the best approach is to enter a “Close Date” on the Project-task Master.