How to create a Cost Transaction at the Project level

  1. Log in to the HTML5 client.

  2. Select the Finance workspace.

  3. Select a project in the Project Data Selector.

  4. In the Home Page view, left panel, click on the More (MoreHorizontal) button available in the Cost Transactions tile to open the Cost Transactions dialog box.

  5. Click on the New (NewProject) button and select one of the following commands:

    1. Project Transaction – Opens the Transaction dialog box, allowing the user to create a Transaction at the Project level.

    2. Project Distributed Transaction – Opens the Distributed Transaction dialog box, allowing the user to create a time-distributed Transaction at the Project level.

    3. Task Transaction – Allows the user to create a Transaction at a Task level by prompting him/her to select a Task, and then open the Transaction dialog box.

    4. Task Distributed Transaction – Allows the user to create a time-distributed Transaction at a Task level by prompting him/her to select a Task, and then open the Distributed Transaction dialog box.

  6. Enter the needed information.

  7. Close the dialog box.