Create or copy a new chart of accounts

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Create or copy a new chart of accounts

When you set up a new project, you must create a project chart of accounts for the project.

Create new project chart of accounts

Select this setting to set up a project-specific sub-account for each main account. You can then create further sub-accounts per main account.

Copy project chart of accounts

If you want to copy the project chart of accounts of another project, select the project. You can then delete and add sub-accounts.

Which accounts are to be adopted?

If you copy a project chart of accounts of another project:

Select whether you want to copy its Cost/income accounts and/or Balance accounts Balance accounts of the account group: Bank cannot be copied.

NOTE: Cost/income accounts cannot be copied if the project is part of a programme that specifies a uniform programme chart of accounts.