Create Financial Project
Explanation
When a project is in Initialized status, it is normally not connected
to a corresponding financial project. If the initialized project should be
available for Budget or Business Planning, a corresponding financial project
with status Planned can be created with this activity..
Prerequisites
- The project must be in the Initialized status.
- Company and Manager must be registered for the project.
- Project Group must be registered in Project Groups.
- Company finance information must be registered.
System Effects
- A financial project with the same identity is created with status
Planned.
Window
Projects
Project
Related Window Descriptions
Projects
Project
Project Groups
Procedure
- Select the initialized project for which you want to create a
corresponding financial project, then select Create Financial Project
in the menu.
- In the dialog that pops up, enter the finance Project Group.
- Click OK.
Note: The financial project can be deleted if the project still has
status Initialized and the financial project has not yet been used in
Budget or Business Planning. This is done by selecting Delete Financial
Project in the menu.