Create a batch of project transactions

1. Go to the Project transactions (PM304000) window.

2. Click .

3. In the Workspace field, select the workspace to which the project you want to create a batch of transactions for belongs. The Ref. number field is filled in automatically when you save.

4. In the Description field, add a description for the batch of project transactions.

5. In the table, click .

6. Select the Project, Project task, Account group, and the Amount.

7. Optional: Fill in the other columns.

8. Optional: Edit the date and the period.

   Note

   The system automatically displays the current date and period.

9. Repeat steps 4, 5, 6, and 7, to add more project transaction to the batch.

10. Click , or Release. The latter will immediately release the batch, and then save it.

If you want to add information or a project to an existing batch: Start with step 2 and select the batch you want to edit.

Related pages

Tasks

• Reverse allocations for project transactions

Windows

• Project transactions (PM304000)