Setting Up an Account Range Name
To set up an account range name:
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.
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.
Click OK.