Project Notes Page for Administrators

You can use this page in one of two ways:

• You can itemize separate expenses or revenues in a Project Ledger account's budget by entering a description and dollar amount.

• You can add notes regarding the account's budget without entering amounts.

You can display the Notes page using the Notes item on the toolbar in the following pages:

• Update Project Budget - Administrator page - select a record in the worksheet, and then click the toolbar item.

• Add Ledger Entry page - click the toolbar item while adding an account.

• Details page - click the toolbar item while updating an existing account.

Adding Notes to a ledger account's budget

1. Display the Notes page.

2. In the Notes field, enter descriptive text.
   If you are entering notes without amounts, press <Tab> to skip the Amount field and display a new row. In this case, proceed to Step 4.

3. In the Amount field, enter a dollar-and-cents amount to correspond with your entry in the Notes field.
   The system keeps a running total of the amounts in the Total Budget field at the bottom of the page.

4. Repeat Steps 2-3 to add as many lines as needed.

5. Click OK to save your entries and close the Notes page.

Fields