How to define Transactions Savings

Log in to the HTML5 client.

Select the Finance workspace.

Select a Project in the Project Data Selector.

Click on the EDIT button available in the Savings tile to open the Savings dialog box.

Select the Transactions sub-tab.

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

1. Project Transaction – To insert a Transaction Saving at the Project level.

2. Task Transaction – To insert a Transaction Saving at the Task level.

   Select a Task in the Task list.

In the Transaction dialog box, enter the needed information.

Close the dialog boxes.