Creating project structure using the wizard

Use this procedure to assist you when you create a project structure.

For information about approval flows, see the Infor Process Automation Services Reference Guide for Financials and Supply Management.

  1. Select Project Setup.
  2. Click the Structure tab.
  3. Click Create and select Create Project Structure Wizard.
  4. Complete the section.
  5. Click Next.
  6. Click Create to create a new project in the structure. Specify this information:
    Project
    Specify a name for the project.
    Description
    Specify a description for the project.
    Budget Identifier
    If you use budget edit, select the budget identifier for the budget edit.
  7. Click Submit.