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20B Upgrade - Project Management Actions

edited Jun 18, 2020 8:15PM in Project Management 2 comments

Summary

Question on Actions icon in Project Management

Content

There is a new feature; the 'Actions' icon that allows users to navigate from Project Management to Project Financial Management and also Manage Project costs.  Its a good addition because I find it easier than using Manage Project costs. 

I do not know if anyone else has used this feature but have two questions. 

1. What is the difference between 'Planned' and 'Unplanned' transactions? I do not understand how they are categorized. 

2. Can Vendor and Invoice number be added to the excel download? 

Thanks, Larry

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