Sage 200 – 1/6 Create Project from Template

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This video shows how we can use PostTrans to create a new create a Project Structure in Sage 200 Project Accounting module with budget and Additional Project Information filled in easily from Excel.

0:00 Introduction to all Videos
2:00 Product Demo
3:00 Extract Project Template
5:00 Set New Project Title
5:20 Explain Structure Levels + Data Grouping
6:20 Add Phase and Project Item
8:00 Where the extracted data came from?
9:20 Additional information
11:20 Add Phase and Project Item
12:00 Edit some budgets
13:00 Import Project Structure
14:20 Show In Sage 200
15:55 Walkthrough of new Project
16:30 Extract new project again
17:00 Review [Setup] Settings

PostTrans can also import Transactions, Take Orders and help manage static Sage 200 data such as Project Structure, Price lists, Bill of Materials, and many more uses, utilising the power of MS Excel to import into Sage 200.