Enter a Project for a Time or Expense Record

To enter a project for a time or expense record, select it in the Project/Phase/Task Lookup dialog box. If required, you also select a phase and a task when you select a project.

To enter a project, complete the following steps:

1. In the PROJECT column (or PROJECT NAME column, if the PROJECT column is not displayed), do either of the following:
   • Enter one or more characters from the project number or short or long name to display a list of projects that contain those characters in the Project/Phase/Task Lookup dialog box.
   • Click to display a list of all available projects in the Project/Phase/Task Lookup dialog box.
2. If the project you want is not visible in the lookup dialog box, do one or more of the following to locate it:
   • Scroll the list until the project is visible.
   • In the search field above the grid, enter one or more characters from the project number or short or long name to display only projects that contain those characters.
   • Click the column label for the PROJECT column in the lookup dialog box to sort the list in the reverse order. (A sort icon ( or ) displays next to the current sort column.) You can also click the column label for the NAME column to sort based on project names.
3. When you locate the project that you want, click it to select it.
4. If phases exist for the project, select a phase in the list of phases.
5. If tasks exist for the phase, select a task in the list of tasks.
6. Click Select to enter the project, phase, and task in the time or expense record.