Add/Remove Project Match

Modified on Tue, 12 Aug at 3:40 PM

ADD/REMOVE PROJECT MATCH


The Project Match function matches your accounting system Project ID to the LCPtracker Project name. For example, your Project ID might be “789” and the LCPtracker Project name is 01 LevEl Theater. Enter the Project ID, select the Project Name it coordinates with, then click Save. Then, upon upload, LCPtracker will recognize the ID from your accounting software upload file as the corresponding LCPtracker Project name.

 

This function is useful for an upload file that consists of records from more than one Project. You can upload one file, and the system will pull the records into the correct Projects. 


When utilizing this function, be sure to not select a Project when uploading.


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