Set up Projects


STEP 1: Click Financials

STEP 2: Click Project Maintenance


STEP 3: Click Create

STEP 4: Enter Project code (Yard OH job #)

STEP 5: Enter "0" (Zero)

Notes: Every Project has a "0" task line. This is what holds the project address

STEP 6: Click OK


STEP 7: Enter "O" for Overhead

STEP 8: Enter Project Code again

STEP 9: Enter Yard Name

STEP 10: Enter Yard Address

STEP 11: Enter Yard Phone Number


STEP 12: Click Dates Tab

STEP 13: Enter 01-01-2000 into the Finish Date Field

STEP 14: Click Ok to the error message

STEP 15: Leave time as 00:00

STEP 16: Click Notes Tab

STEP 17: Enter County Code

Notes: you will find the county code in CMiC / Joh Enter Job / Location field

STEP 18: Click Branches Tab

STEP 19: Choose Branch

STEP 20: Click Add

STEP 21: Click OK

Notes: When you search for your new project code and nothing shows up on the search, change filter to Any and open it back up and make sure the status is Completed!! (Just for this one task)



STEP 22: Click Create

STEP 23: Enter Project Code

STEP 24: Enter 800001

STEP 25: Click OK

Notes: On the Detail tab everything should pull over, but sometimes something does not, so double check the Type/Linked account/address/telephone.  Make sure the status is Active

STEP 26: Click Dates Tab

STEP 27: REMOVE the Finish Date

STEP 28: REMOVE the Tenancy End Date

STEP 29: Click Notes Tab

STEP 30: Make sure the County code in still there

Notes: you will find the county code in CMiC / Joh Enter Job / Location field

STEP 31: Click Branches Tab

STEP 32: Choose Yard

STEP 33: Click Add

STEP 34: Click OK

STEP 35: Click Create

STEP 36: Enter Project code

STEP 37: Enter 800907

STEP 38: Click OK

Notes: On the Detail tab everything should pull over, but sometimes something does not, so double check the Type/Linked account/address/telephone. Make sure the status is Active

STEP 39: Click Dates Tab

STEP 40: REMOVE the Finish Date

STEP 41: REMOVE the Tenancy End Date

STEP 42: Click Notes Tab

STEP 4: Make sure the County code in still there

STEP 441: Click Branch Tab

STEP 45: Choose Yard

STEP 46: Click Add

STEP 47: Click OK