Establishing Phase Records for a Reimbursable Project

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Process

This job aid describes steps for establishing phase records for a reimbursable project.

1. Enter PHASE in the Global Search field

Enter PHASE in the Global Search

2. Select Create to create a new line for the new record.

Select Create

3. Complete the Create Phase tab

- Select a Department from the pick list
- Enter a unique Phase code
- Enter an applicable Name
- Enter a Short Name
- Verify that the Active checkbox is checked
- Verify that the Budgeting checkbox is checked
- Select Save.

Create Phase section

4. Create a second Phase record

Select Insert to create a new line for the new record
Select a Department from the pick list
Enter a unique Phase code
Enter an applicable Name
Enter a Short Name
Verify that the Active checkbox is checked
Verify that the Budgeting checkbox is checked
Select Save

Create second Phase

Search for second phase transaction

6. Select Save

Save

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