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Microsoft Project 2007: The Missing Manual by Bonnie Biafore

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Assigning Accounting Codes

Sometimes, it takes more than a handful of chocolate-covered peanuts to keep the accountants happy. Project data that maps to the organization's accounting codes may be just the ticket. Fortunately, it's easy to include accounting codes in Project, whether it's just a simple account number or a hierarchical structure of multilevel codes. Either way, you can enter accounting codes that map to resources, tasks, or project phases. In this section, you'll learn how to create accounting codes in either a flat listed structure or a multilevel outline structure.

The fiscal year appears in Gantt chart and usage views in timescale headings. However, start or finish dates, and any other dates in Project are still calendar dates. For example, you could see a date like 1/14/08 in a Start cell while seeing January 14, 2007 in the timescale for the same task.

Figure 11-18. The fiscal year appears in Gantt chart and usage views in timescale headings. However, start or finish dates, and any other dates in Project are still calendar dates. For example, you could see a date like 1/14/08 in a Start cell while seeing January 14, 2007 in the timescale for the same task.

Entering Accounting Codes in a Custom Field

To associate accounting codes with resources or tasks, you must set up a custom field. To create a custom field for accounting codes, choose Tools → Customize → Fields. For a refresher on the details of setting up a custom field, refer to "Adding Custom Budget Information" on Adding Custom Budget Information, and "Coding Tasks and Resources" on Coding Tasks and Resources. Here are some of the settings that accounting codes rely on:

  • Task or Resource field. Select ...

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