Licensing

Add (  +  ) button

To add a new Business Entity, select the + button and enter the necessary values in the corresponding columns. 

Edit ( pen icon)

Click the pen icon to edit a record. 

Save button 

Click the Save button to save any changes or a new record. 

Cancel ( x ) button 

For any change that you want to cancel, select the x button.

ID

Business Entity ID is system generated.

Code

Bus. Ent. Code is a mandatory field and must be unique.  Code can be entered up to 15 characters.

Name

Bes. Ent. Name is also mandatory. 

Add (  +  ) button

To add a new Project, select the + button and enter the necessary values in the corresponding columns. 

Edit ( pen icon)

Click the pen icon to edit a record. 

Save button 

Click the Save button to save any changes or a new record. 

Cancel ( x ) button 

For any change that you want to cancel, select the x button.

ID

Project ID is system generated.

Business Entity

Bus. Ent. is a required field and must be unique.  Code can be entered up to 15 characters.

Project No.

Project Code is also mandatory and must be unique.  Project No can be entered up to 15 characters.

Name 

Project name is another required field.

Status

Project Statuses are Active, Closed, etc can be selected from the dropdown list. This is also a required value for the record.

Draft Projects do not appear in Project selection of Company Add/Search and User Add/Search screens; only Active Projects are displayed.

Time Zone

Dropdown selection of Time Zone for every Project.  This is also mandatory for Project configuration.