Project Fields - IAConnect - English - Foundation 22.1 - OnBase - external

IAConnect
Platform
OnBase
Product
IAConnect
Release
Foundation 22.1
License

The Project fields allow a user to enter a project number to assign to the expense line.

The following buttons and fields allow the user to enter the project information and validate it against the Costpoint database.

  1. Costpoint Search Button: Opens the Costpoint Search dialog box. Enter partial or full entries for project number, project name, or project abbreviation. Partial entry searches return any matches that begin with the search terms entered.
    Note:

    It is recommended to enter as much information as possible to limit the search results, as many Costpoint users may have a large number of project records to search from.

  2. Clear Fields Button: Clears the values in the Project Abbreviation, Project Number, and Project Description fields.
  3. Project Abbreviation Entry Field: Enter the full project abbreviation and press Tab(partial entries are invalid). The value is validated against Costpoint, and the corresponding project fields are automatically populated.
  4. Project Number Entry Field: Enter the full project number and press Tab(partial entries are invalid). The value is validated against Costpoint.
  5. Project Description Field: Displays the project description.