Setting Up an Account Range Name

To set up an account range name:

  1. Access the Project Advisor Account Ranges form.

    Form Name

    Form ID

    Navigation

    Project Advisor Account Ranges

    W51X100A

    In-Memory Project Portfolio Advisor (G51411).

    Project Advisor Account Ranges (P51X100).

    Click Add on the Work with Project Advisor Account Ranges form.

  2. Enter values in these fields:

    Account Range Name

    Enter a name for the account range. You will use this name to enter the account range when you specify a range for a visual alert column or on the Work with Project Advisor Console form. This field is required.

    Description

    Enter a description for the account range. This field is optional.

    Sequence by

    Select Cost Code/Cost Type to sequence the account range by cost code. Alternatively, select Cost Type/Cost Code to sequence the account range by cost type.

    Cost Code From

    Specify the beginning of the account range. You complete this field only when you select Cost Code/Cost Type in the Sequence by field.

    Cost Code Thru

    Specify the end of the account range. You complete this field only when you select Cost Code/Cost Type in the Sequence by field.

    Cost Type From

    Specify the beginning of the account range. You complete this field only when you select Cost Type/Cost Code in the Sequence by field.

    Cost Type Thru

    Specify the end of the account range. You complete this field only when you select Cost Type/Cost Code in the Sequence by field.

  3. Click OK.