Post projects

  1. Select the Posting tab in the AccountingLink.
  2. Select Batch Post Wizard.
  3. Select Projects from the Jump to dropdown.
    The batch post wizard opens for the projects.
  4. Click Post on the right of the required project.

    The Sage CM Project, Prime Contract and Original Budgets details display.

  5. Enter a Location for the Sage 300 Construction and Real Estate project and edit any other details in the Sage 300 Construction and Real Estate Project section if needed:
    • Entity: Select another entity from the dropdown.
    • Project: Select New or Link Existing.
  6. Click Post & Next.
  7. On the Post Project popup, click Yes or Yes. Process in background.