Setting Up Projects

When setting up projects, you need to add the basic project information and then edit the account to specify the project number and if the project is used on the PILOT form.

1. Click SETUP on the Main Menu screen and then click PROJECTS on the Maintain Ledger Settings screen that appears. The Maintain Projects screen opens with all projects displayed in a table.
2. Click on the toolbar. The Add Project Wizard is initiated.
3. Enter a project code and description to identify the new project.

Note: The project code is your agency’s code to identify this project. It appears as the project segment of any account number to which you assign it. It must be unique and must meet the criteria (the number of characters and whether letters and/or numbers are allowed) set by your agency for the project segment of your account numbers. See "Planning Account Segmentation"

4. Enter the number of units in the project. The program uses this number to make PUM calculations.
5. Click START to continue.
6. Review and confirm the project information you have set up and click FINISH to save and add the project. The Maintain Projects screen appears again with the newly added project highlighted in the table.
7. Click to edit the new project record. The bottom of the screen becomes available to edit.
8. Check the checkbox if the project is used on the PILOT form, and then enter the project number.
9. Click to save and apply your changes.

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