Project: Used to select the project associated with the journal entry.
Record #: This field will be automatically populated by PMWeb.
Type: Select the type (accounting adjustment, reconciliation etc.) of journal entry. The options are configured by your Administrator in Porfolio>Lists>Lists
Description: Enter a description of the journal entry.
Status: The status (draft, submitted etc.) will automatically be updated by PMWeb based on the workflow configuration.
Revision: Enter the Revision number
Date: This field will automatically be populated by PMWeb with the current date.
Net Amount: This field will be automatically populated by PMWeb based on the values in the details section of the form.
Click to add Cost Codes. Once selected a list of Cost Codes available for the project will be displayed on the left hand side of your screen. Click on the Cost Codes you would like to add and "drag and drop" to the right hand side of your screen. Once all items are selected, click Save and Close.
This field will allow you to enter units of measure and quantities of that item. If this option is not selected, the line item will be a lump sum value.
