Basic Project Configuration: Implementation Activity

You perform the following implementation activity to prepare the system for users to create and process projects.

Story

Suppose that you, as the implementation manager of the SweetLife Fruits & Jams company, need to configure the minimum required functionality to prepare the system for accounting for projects.

System Preparation

Before you start configuring the basic project functionality, you perform the following instructions:

  1. In a new tenant, prepare a company with the basic settings, as described in the Company Without Branches: General Information.
  2. Launch the MYOB Acumatica website, and sign in to a company.
  3. On the Enable/Disable Features (CS100000) form, enable the Projects feature.

Step: Configuring Basic Project Accounting Functionality

To perform basic configuration of the project accounting functionality, proceed as follows:

  1. Open the Projects Preferences (PM101000) form.
  2. On the General tab (General Settings section), make sure that X is specified in the Non-Project Code box. This is the code that will be used by default in all transactions and documents that are not related to any projects.
  3. Make sure that <N/A> is selected in the Empty Item Code box, and select HOUR in the Empty Item UOM box. The system will insert this item and unit of measure, respectively, in project-related lines that are not associated with a specific item.
  4. Make sure the Automatically Post on Release check box is selected.
  5. Make sure the Automatically Release Allocations check box is selected.
  6. In the Visibility Settings section, make sure the check boxes are selected for all areas in which the projects will be used.
  7. Save your changes to the form.

You have configured the basic project accounting functionality. Now you can proceed with creating account groups.