Sage 200 – 5/6 Customised Template to create Projects for Project Managers

This video shows how we can create an Excel Template for Project Managers to fill in, and with a click of one button create a Project Structure in Sage 200 Project Accounting module with budget and Additional Project Information filled in.

0:00 Open Example
0:30 How it works
2:30 How to Ignore a row of data
4:50 Recap on new Project data
4:30 Add Data Validation Lists
5:00 How to attach Template to Project automatically
6:30 Import Project Structure
8:50 Open template from Sage 200 Project

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.