Establishing Phase Records for a Reimbursable Project
Process
This job aid describes steps for establishing phase records for a reimbursable project.
1. Enter PHASE in the Global Search field
2. Select Create to create a new line for the new record.
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.
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
6. Select Save
