Accomplish Project Transfer

You need to access other Costpoint screens to complete the project transfer.

To accomplish a project transfer:

  1. On the Manage Project Transfer Information screen, set up the transfer.
  2. On the Create Project Transfer Journal Entry screen, create a journal entry .
  3. On the Print Journal Entry Edit Report screen, print the Journal Entry Edit Report and review the proposed journal entry.
  4. On the Post Journal Entries screen, post the journal entry to the General Ledger.
  5. Successfully execute the Update Project Transfer History Tables screen.