The ERP project download option allows you to either download all projects or to select projects to be used in EAM. Access the Project Download browse from System Administration|ERP Interface|Download|Project Download. See Project Download Browse.

Set the database level features for projects in the registry. Access the registry in System Administration|Registry. See Set Up Registry Data.

Larger projects need to be broken down into many components, called jobs. Sometimes these jobs have smaller jobs, which collectively make up the higher-level job. With EAM, you can add up to eight levels of formatting to the Job No. That provides the flexibility to define the format based on your organization’s requirements. A primary reason for using the job format is to enable cost roll-up of jobs in reporting. In addition to formatting the Job No, the length of the Job No can be selected for a total of up to 15 characters among the eight levels of formatting. See Set Up Registry Data.

An organization may have specialized Business Segments that operate as distinct units, concentrating on particular interests or tasks. EAM allows managers to track which Business Segments are initiating particular capital projects, and identify the driving Business Segments in the Project module. With EAM, you can add up to eight levels to the Business Segment format. That provides the flexibility to define the format based on your organization’s requirements. In addition to formatting the Business Segment, the length of the Business Segment can be selected for a total of up to 15 characters among the eight levels of formatting. See Project Business Segments.

In System Administration|Registry, configure settings to indicate whether project spending refreshes when a PO is ordered. See Set Up Registry Data.