Post projects

  1. Select Batch Post Wizard.
  2. Select Projects from the Jump to dropdown.
    The batch post wizard opens for the projects.
  3. Select Post on the right of the required project.
  4. The Sage CM Project, Prime Contract and Original Budgets details display.

  5. Enter a Location for the Sage Intacct project and edit any other details in the Sage Intacct Project section if needed:
    • Entity: Select another entity from the dropdown.
    • Project: Select New or Link Existing.
  6. Select Post / Update.