How to create a financial project?

1. Click [Purchasing] – [Financial projects]
2. Click the [New] button found to the far left in the in the top menu 3. The following dialog will appear

1. Enter your project details
   1. Project Name: Enter the name of the project
   2. Project Number: Enter the project number
   3. Start date: Set the start date for the project
   4. End date: Enter the date the project no longer should show up as an active project. When selecting a project for an order, only projects that has not expired will show by default. To show older projects, the user needs to click the toggle button [Show older projects]
2. A financial project can either be created for one unit only or all units (Global). The default setting when creating a new financial project is that it will be “Global”. To create a unit specific “Financial Project” untick the “Global” check box and select the unit in question in the unit picker.
3. Click [Save and Close]