Managing Purchasing Projects

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When utilizing budgeting, some companies utilize project-based budgeting. Projects need to be added into the company's account before they can be used on purchase items.

This article will show you, an Accounts Payable Employee, how to manage projects for your company's account.

Step 1: On the Certify homepage, click the Purchasing tab.

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Step 2: Click Go to Purchasing.

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Step 3: This is your Purchasing dashboard. Click the Budgeting tab.

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Step 4: In the Projects box, click Set Up Projects.

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Step 5: This is the Set Up Projects page. To create a new project, go to the New Project box and fill in the Project NameNumber, and ERP ID.

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Step 6: Click Add Project.

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Step 7: Your new project will appear with your existing projects at the bottom of the screen.

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Step 8: To manage/edit your existing projects, search them by name in the Filters box, then click the pencil icon next to the project you'd like to edit.

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Step 9: From here, edit the Project NameNumber, and ERP ID. Click Update when complete.

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