Projects/POs Tab

The Projects/POs tab allows users to see related Projects and create Purchase Orders. Contracts are not directly related to Projects. Purchase Orders are paid for by project funds which link them to projects. Purchase Orders are attached to Contracts, which links the Contract to the Project.

A sample of the grids appear below. Sort records in a grid by clicking on the headings.  An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.

Projects grid

• Right-click on an existing record to get a menu with options to Delete Record.
• Double-click on an existing record to open it

Purchase Orders grid

• Right-click in the grid to add a record
• Right-click on an existing record to get a menu with options to View Record, Add Record, Edit Record, or Delete Record.
• Double-click on an existing record to open it

How To Add a Purchase Order Record:

1. Right-click in the grid.
2. Select Add Record, the following dialog will appear:

   

3. Fill out the PO Number. This is a required field
4. Fill out desired fields.
5. Save the record.

   Note: For more information on Project Purchase Orders go here.