Prerequisites
Admin Access: Ensure you have admin access to enable and manage project codes.
Step-by-Step Instructions
1. Enable Project Codes
Navigate to General Settings > Configurations.
Under Company Settings, go to Purchase Order Settings.
Ensure the Enable Project Code setting is turned on.
To make project codes mandatory, check the Make Project Code Mandatory option.
2. Accessing Project Codes
Return to the Configuration Page.
Under Master Data, select Manage Project Code.
3. Manually Add Project Codes
Click on Add Project Code.
Enter the required details:
Project Code Name
Project Code
Approver (if applicable)
Select the Project Approver from the available user list.
Click Save to add the new project code.
4. Edit Project Codes
Navigate to the Manage Project Code section.
Click the Edit Icon next to the project code you wish to modify.
Update details like Project Name, Code, or Approver.
Click Save to apply the changes.
Project Approver Guidelines
The Project Approver is responsible for reviewing and approving purchase orders linked to the project code.
If an approver needs to be changed, follow the Edit Project Codes steps to update the assigned approver.
For detailed steps on updating the Project Approver, refer to this guide: How to update the Project Approver on the Project Code?
To set up a Project Approver workflow, check this : How to set up a Project Approver Workflow for Project Codes?
Conclusion
By following these steps, you can efficiently enable, manage, and edit project codes in ProcureDesk. If you have any further questions, feel free to reach out.