Project Ledger Data Take on

Before you can enter transactions into Project Ledger you need to set up the following static data:

§   Project Ledger System Parameters.

§   Prefixes, via Set Prefixes.

§   Attributes if they are to be used, via Maintain Attributes.

§   Funds, via Fund Maintenance.

§   Fund accounts, via Fund Account Maintenance.

§   Operations, via Operation Maintenance.

§   Projects, via Project Maintenance.

§   Sub-projects, via Sub-project Maintenance.

§   Contractors, via Contractor Maintenance.

§   Costheads, via Maintain Costheads.

§   Queries, via Maintain Queries.

§   If you intend to make use of the data export feature, you need to set up scenarios to control the export of data. For full details see Scenario Maintenance.

Further details

For further information see the Project Ledger Manual.