When you open a project, you will see an overview of the available functional groups of this project. Which functional groups are available depends on the following settings:
▪the Organisational settings (e.g. if Project controlling is used);
▪the project status (e.g. if the project is active and postings can be entered);
▪your user roles (e.g. whether you are Project finance manager, Project accountant or Project controller).
Use the table of contents or the search on the left side of this help to find out more about the individual functional groups.
Functions
Depending on your user roles, there are two buttons above the functional group overview.
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Publishes the project data i.e. they are available for automatic or manual downloading in WINPACCS Accounting and WINPACCS Cashbook. Whenever you change settings or data of a project in WINPACCS Cloud you must then republish the project to forward the changes. The version number of the project data increases each time it is published. The following data is included in the project data: ▪Project master data ▪List of postable external projects ▪Project chart of accounts ▪Journals ▪Cashbooks ▪Project fundings ▪Budget structures ▪Partners
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Upload digital vouchers |
Opens a page on which you can select digital vouchers for uploading purposes. Digital vouchers are automatically assigned to the appropriate postings based on their file name.
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Last entries of the project log
The last ten entries of the project log are displayed here. Click above on the Project log functional group to view the entire log and additional information about the individual entries.
Event |
Shows what was carried out. |
Run on |
Shows the date it was performed. |
Run by |
Shows the user who performed the event. |