Use the Financial Projects Integrator to Create, Update, Delete, and Download Transaction Controls at the Project and Task levels.
There are two sections provided for Transaction Controls in the Financial Projects Integrator:
●Task Transaction Controls: the control will apply to the Task on the same row (or the next task up if there is no task on the current row). Transaction Controls can only be created against the top and bottom level tasks.
●Project Transaction Controls: the control will apply to the project specified in the Project Header section.
Transaction Controls at both the Project and Task level can have the upload Action ‘Create’, ‘Update’, and ‘Delete’ at the same time. For example:
For more information on Create, Update, and Delete upload actions, refer to the sections below:
