Lesson 4.5: Activity

Practical Activity: Setting Up a Capital Campaign Project

Objective: Enable project tracking and set up a project to track expenses for a specific building renovation.

1. Enable Feature: Go to Administration > Company Setup > Preferences. Ensure the Project Tracking checkbox is selected and click Save.

2. Create Project: Go to Lists > Data > Projects. Click New (+).

    ◦ Name: “North Wing Reno”

    ◦ Description: “Renovation of the North Wing classrooms”

    ◦ Manager: Enter your name.

3. Set Dates: Enter a Start Date of the first of the current month and an End Date one year from now. Click Save.