To create an in-house project:

  1. Display the Issue In-house Project window.
  2. Right-click in the In-house Projects pane and select Insert. The system adds a new record to the table in the In-house Projects pane.
  3. In the new record, highlight the default name in the Project/Contract column and type a name to identify this project template.
  4. Tab to the remaining columns and enter the appropriate information, if known.
  5. Right-click the new record and select Edit Selection. The system displays a dialog box that shows the hierarchy of asset types.
  6. In the dialog box, select the asset types to be associated with this project template by selecting the check box next to the asset type.
  7. When all asset types are selected, click Next. The system displays a second dialog box that shows activities. (If you do not wish to select activities, click OK instead of Next. This completes the selection process, closes the dialog box, and displays the selections in the lower panes.)
  8. In the dialog box, all activities pertinent to the just selected asset types will be shown. Select the activities to be performed in this project template.
  9. When all activities are selected, click OK. This completes the selection process, closes the dialog box, and displays the selections in the lower panes.
  10. If required, in the Account Codes pane, type the appropriate accounting codes in the appropriate fields.
  11. Click .

The in-house project is now created, but not yet activated. When the project starts, activate the project as follows:

  1. Open the Issue In-house Project window.
  2. Locate the project that commenced and click the down arrow shown in the Status column in the row showing this project. The system displays the Status drop-down list.
  3. Click Active in the list that is displayed.
  4. Click . The project is now activated and will appear in other windows of the system.
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