Projects

Use projects to record transactions and report on activity for grants, endowments, scholarships, programs, special events, investments, or other similar entities. Project records provide an extra level of tracking that enables you to run detailed reports while making sure you meet donor restrictions.

The Projects list in General ledger is the central location for all your project tasks. From this page, you can access all your existing projects, and add new projects. Use the menu next to each project in the list to quickly view or edit the project.

To open a quick view of the project record without leaving the list, you can simply select the record name directly from the list, instead of using the context menu. This quick view of the record opens on the right side of the screen.

Note: You can rename a project to any custom term your organization uses to identify projects. For example, you can rename the project as grant, sub-fund, or endowment, depending on your business needs. To rename a project, you must access Project business rules in the database view.

The Projects list displays all the projects you have in the system. You can reorder the columns in the project list by dragging and dropping the column headers. To change the column headers, click Columns, select what to include, and click Apply changes.

Tip: The total number of project records appears above the list. If you have multiple pages of projects, use the page navigation that appears at the bottom of the list. This way you can easily move from page to page.

To quickly locate the project you want, use the search or filter the list.

• To open the record of a specific project, search by its project ID or description and select it in the results.

  Tip: If you don't know the exact ID or description, you can enter a partial name or number.

• To view only projects that share specific criteria such as project type, status, or project start dates, filter the list. From the Filter list, select the criteria of the projects to work with, and click Apply filters. For information about these filters, see Project Filters.