B1.11: Create/Update Financial Object

Description

Finance will create or update the Financial Object for the project.

 

Detailed Steps

 

Step 1: Log in to Clarity.

 

Step 2: Entering in Budget.

  1. Select Custom Objects Icon.

  2. Click Financial Object button.

 

  1. Select Financial Object View.
  2. Click Add Row.
  3. Select Type of Financial Object from drop-down list.
  4. Select Project from drop-down list.
  5. Enter Financial ID.
  6. Enter project Name.

You can search for the project by name by using the search box in the drop-down list.

 

Project Name should be entered in the same as Project field.