Log in to the HTML5 client.
Select the Finance workspace.
Select a project in the Project Data Selector.
In the Home Page view, left panel, click on the More (
) button available in the Cost Transactions tile to open the Cost Transactions dialog box.
Click on the New (
) button and select one of the following commands:
Project Transaction – Opens the Transaction dialog box, allowing the user to create a Transaction at the Project level.
Project Distributed Transaction – Opens the Distributed Transaction dialog box, allowing the user to create a time-distributed Transaction at the Project level.
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.
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.
Enter the needed information.
Close the dialog box.