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 picklist button will appear.

   

2. Click on the green picklist button, a dialog will open up allowing users to choose the project or account number from a picklist.

   

3. Choose the Project or Account Number 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.