Use resources for projects
You record the usage of resources in the project journal to keep track of costs, prices, and the work types that are linked to projects. For more information, see Record Usage for Projects.
Note
You can also purchase external resources, for example, to invoice a vendor for work delivered. For more information, see Record Purchases.
You can also post the usage of a resource in a resource journal. Entries posted in a resource journal have no effect on the general ledger.
To assign resources to projects
You assign resources to projects by creating project planning lines for the project. For more information, see Create Projects.
To record resource usage for a project
Choose the
icon, enter Project Journals, and then choose the related link.Open a relevant project journal batch, and then fill in the fields as necessary. Hover over a field to read a short description.
When the journal is complete, choose the Post action.
Tip
To avoid mistakes, use the Preview Posting action to review the entries that posting will create.
See Also
Project Management
Finance
Purchasing
Sales
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