Updating User-Defined Project Pages
The Fund Accounting Profile's Project-Defined Windows option allows you to create user-defined pages for entering additional information on the projects you track. These pages can be accessed when you are adding or updating project records.
This section discusses procedures for completing the user-defined pages that have been set up to supplement your project records.
Menu Path: Fund Accounting > Reference Tables > Reference Tables > Project List
Types of User-Defined Pages
Two types of user-defined pages can be created:
Required Pages | Must be completed when adding or changing project records. These pages display automatically after you complete your entries in the Project List page. You can also select required pages in the Project-Defined Windows selector, when updating an existing project record. |
Non-Required Pages | Do not have to be completed. After you add or change a project record and complete the required user-defined pages (if any), the system asks if you would like to update non-required pages. If you respond Yes, you can select the pages in the Project-Defined Windows selector. You can also display this page while updating a project record by clicking the Defined Windows item. |
Updating a user-defined project page
- Select Fund Accounting > Reference Tables > Reference Tables > Project List to display the Project List page.
- In the Search Criteria section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.
- In the List section, select the desired project record, and then click OK.
- In the Project List page, update the record's fields as needed.
- To display the Project-Defined Windows selector, click Defined Windows on the Action Bar at any point prior to saving the record.
The page lists all project-defined pages in your system, not just those that relate to the current project. - Select the page to update, and then click OK.
- As needed, add, change, and delete the data displayed in the user-defined page's fields.
- Some fields may be required. However, the fields' titles may not have asterisks to indicate this. The asterisks only appear if the person who created the page included them after the field's title. In any case, the system does not allow you to save a page until you complete these fields.
- All fields that display on the right-hand side of a project-defined page are table-verified, meaning that the system checks your entries against a user-defined table. To select a code from the relevant table, click Browse on the page's Action Bar.
- User-defined pages often include fields that only accept specific data. The entries allowed by the system are sometimes noted in the Defined Field Help Text section.
- As in standard pages, the system only accepts the type of data defined for a field. For example, a field defined for numeric data only accepts numbers.
- Click OK to save your entries and return to the Project-Defined Windows selector.
- Click Back to return to the Project List page.