Project & Account Number Fields

How To Select a Project or Account Number from a List

1. Click in the Project Number or Account Number fields. A green pick-list button appears:

   

Click the pick-list button. A dialog box with a pick-list opens:

1. Choose the Project or Account Number from the list and click OK.

   Note: To set up the Project Number pick-list, in the Desktop application, go to Work > Work Flow Setup > Account Project Numbers.

   Note: To set up the Account Number pick-list, in the Desktop application, go to Work > Work Flow Setup > Account Numbers.