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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. You can 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: Keep in mind, 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. The name you enter appears anywhere in the program that the term "Project" currently displays. To rename a project, you must access Project business rules in the Configuration module of Financial Edge 7 .

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 Choose 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.