Once you have created your project record, you can create or amend its structure. The structure is built up from projects, groups and project items.
You can add or remove groups and items to the structure.
You can only remove a group or item from the structure when there are no transactions posted to it and one of the following applies:
If you remove a sub-project from the structure, this sub-project then becomes a project in its own right.
Open: Project Accounting > Projects > Amend Project.
The project structure appears on the left of the window. The structure is built up from projects, groups and project items.
Note: If the structure is hidden, you can display it by clicking Show Project Structure.
To edit the project structure, click Amend Project Structure. Use this window to add and remove project elements, and position the elements in the structure:
Select the category of item that you want to add to the structure, from the Project item type column on the left.
To add an existing project as a sub-project, select Move Project.
Note: If you are using project statuses, the statuses from a copied live or archived project are applied to the new sub-project. See Apply a status to your projects, groups and items.
The items available in your selected category are displayed in the centre column.
If you have selected a project item type or a grouping level, you can create a new project item or group by clicking New.
To add an item to the structure, highlight the item and click Select.
The item is added to the structure at the highlighted point.
Note: To move the item in the structure, either click and drag the item, or use the Move Up and Move Down buttons.
Add items to your project structure as required. When you have finished setting up your structure, click Close to save the project structure.
You will be returned to the Amend Project window, where you can enter the details for the items in your project structure.
Overview