You are here: Help Topics > Setting up your file > Project Management > Project Types

Project types browse

Use this dialog to set up codes for the firm's projects that will be available to use when setting up projects each year.

To use this feature, make sure you have activated the use of Projects in your file. If projects are not activated, this browse is unavailable.

Type

Type a new or select an existing project type.

If entering a new type, use an alphanumeric code, up to 10-characters long, to identify the project. The code cannot include the characters *, ? and ".

Brief Description

Enter a brief description that defines the project for the code. Click CTRL+F9 or images\extdesc_shg.gif to enter an extended description. If an extended description is entered, this description will be used on reports. A images\extdesc1_shg.gif displays for project type codes that have extended descriptions.

Tip: Use CTRL+I to insert a new line and add a new code to the list.

Related Topics

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Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.

If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.

When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:

  1. Your Client Number.
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  5. The exact wording of any messages that appear on your screen.
  6. A description of what happened and what you were doing when the problem occurred.
  7. A description of how you tried to solve the problem.

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