How to define Transactions Savings

  1. Log in to the HTML5 client.

  2. Select the Projects Center workspace and open the Project Card.

  3. Select the Finance tab.

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

  5. Select the Transactions sub-tab.

  6. Click on the New (NewProject) 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.

  7. In the Transaction dialog box, enter the needed information.

  8. Close the dialog boxes.