Assigning a Financial Account to a Project in PPMS

These step-by-step instructions show how to assign a financial account to a project in PPMS, or request a new account number if one doesn’t exist yet.

Step-by-Step Guide

1. Select your project
   • Select your project from the “My Projects” section of the home page.

   

2. Open the project’s details
   • Once on the project page, click “Edit this project’s details.”

   

3. Find the account number field
   • Click inside the “Financial Account number (optional)” box.

   

4. Select or request an account
   • You’ll see the screen below. You can select an account that already exists in PPMS and that you’re authorized to use. To create a new account, or to request authorization for an existing one, click “Cancel” and see Step 5 below.

   

5. Open your profile
   • At the top of the page, click “Profile.”

   

6. Request account authorization
   • Scroll down to “Financial Account Information” and click “New account authorization request.”

   

7. Add your account
   • After clicking “New account authorization request,” you’ll see the screen below. From here you can request authorization for an account that already exists, or create a brand-new one.

   To use an existing account:

   • Type the account number into the “search an account…” field and select it from the list. Click Save to complete the request.

   

   To create a new account:

   • Click “Create a new account (approval will be required).” Fill in the new account information on the following screen, then click Save.

   

8. Assign the account to your project
   • Once your request is approved, the account still needs to be linked to a project. If you entered a project reference when you submitted the request, PPMS will link it automatically. If not, return to Step 2 and enter the account number in the “Financial Account number” box to assign it directly.