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Project Record Structures

Accounts Plus and Accounts Professional only

A project can consist of several project records that can be managed at multiple levels. In this case each level can represent a phase or activity within the overall project.

By splitting the project down, you can manage the costs associated with each phase or activity against the allocated budget, as well as manage costs for the project as a whole.

To create a multi-level project you need to link project records together to form a project structure.

There are some rules to consider when managing a multi-level project:

• All project records in the structure must be linked to the same customer, or not have a customer assigned to any.
• A customer linked to the project can be changed on the project record at the top of the project structure.
• A project record can only be associated with one project structure, that is one overall project.
• A project record can be placed at any level within the structure.
• There is a maximum of ten levels within a project structure.
• A project record can be moved to a different level within the structure. Any associated sub-project records are also moved.
• A project record may be moved to another project structure. Any costs are moved from the original project to the new project structure.
• Project costs are applied to the relevant project record level.
• If you change the status of a project record you have the option to apply the same status its sub-projects.
• A project record can be deleted from a structure, provided the status of the record and of its sub-project records allows deletion. Any associated sub-project records are also deleted.

Your next step....

To build and maintain a project structure