Connect the Project to a Project in the ERP System
Updated
Connect the Project to a Project in the ERP System
If there is an integration to an ERP system, the link between the Project in Pantera and the project in the ERP system needs to be established.
The link can be created from the Budget List View.
To link a project to the ERP system for integrations, from the Budget List View:
1) Click the Link to ERP button in the upper right of the Budget List View
2) The Select ERP Project form displays.
The list of available projects from the ERP system display.
3) Search and navigate the list of projects
Search to see only the list of items that return the search result
Click in the Search box at the top right of the form and type the information to search for. The list of projects will narrow to match what is being typed in.
Sort by different columns
To sort by a column, click on the column header. The arrows next to the column header name, will show which way the information is sorting, ascending or descending.
To toggle between sorting directions, click on the column header again.
The columns which are displayed on the list can be changed in the Settings.
Change the number of Items displayed per page
At the bottom of the list, on the left side is a Show option. This is where the number of items per page can be changed. Enter the value. This is a temporary setting that will reset to the default once the form is closed.
Note* On some forms, the default number of items displayed per page can be changed. If this is available, it can be accessed via the Settings button on the form (button with the gear in the upper right hand corner).
To navigate through the list if more than one page:
Click the Prev button on the lower right corner of the list to go to the previous page.
Click the Next button on the lower right corner of the list to go to the next page.
Click on the page number to go directly to that page.
Click in the check box to left of the project to select it
Click the Select button.
