Hello,
The Actual amounts on projects are accumulated naturally from system transactions that contain Project & Task ID’s: AP Bills, AR Invoices, Expense Reports, Time Entries, GL Transactions, etc.
How to import depends on the type of amounts that you need to import.
Are you migrating project historical figures? Project Transactions is a good way to enter historical figures:
- To enter Project Transactions without updating the GL, leave GL account and subaccount blank on the Project Transactions.
- Enter costs as positive numbers and revenue/income as negative in Project Transactions screen.
Laura