Utilization Inquiry

Once the grouping parameters are defined, post the various projects transaction types such as hours, fees, items, expenses etc. These transactions will be grouped based on the setups and can be viewed on the ledger updates form.

Utilization data classified based on the setups in Utilization types and transaction groups for the posted transaction is available in the Posted Project Transactions form.

Two new tabs on view ledger update under posted transaction form show the utilization type transaction and utilization group for posted transaction.

Go to Project management and accounting > Transactions > Posted Projects transactions > View ledger updates


Utilization Type Transactions

Utilization type transactions tab is added in View ledger updated form to view the transactions posted using category which is defined in the Transaction type setup form.


Transaction Group

Transaction group tab is added in View ledger updated form to view the transactions posted using posting type which is defined in the Transaction group form.

Last modified: Jun 27, 2019

Feedback

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.

Post your comment on this topic.

Post Comment