Summary
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The Main page of a transfer document is where you type the title and the number of the transfer document. The page also contains a brief summary of the total amounts of budget and cost money in the transfer. The transfer document needs to be in edit mode before you can modify the fields.
The total amount of money in the budget allocations being transferred
between cost accounts. The Budget Total
Amount also appears on the Budget
Line Items page.
Indicates whether the budget transfers in this transfer document have
been successfully completed. This status is also shown on the Budget Line Items page.
The total amount of money in the cost allocations being transferred
between cost accounts. The Cost Total
Amount also appears on the Cost
Line Items page.
Indicates whether the cost transfers in this transfer document have
been successfully completed. This status is also shown on the Cost Line Items page.
Indicates the current state
of the transfer.
A string of characters that uniquely identifies the transfer document
within the workspace. You can edit the number in the Details
section.
The title of the transfer. You can change the Title
under the Details section.
The Project section displays a simplified version of the information available on the Projects tab. Use this section to quickly view a list of projects currently linked to the document, and to create, read and delete project links in edit mode. Information displayed in the project section is also available on the Projects tab, and any changes you make in the Project section is synchronized with the Projects tab.
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Note:
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Using the Project section, you can set the current document's project linking status to:
Select to remove all project links for the current document. You can only remove project links if you have the appropriate role security permissions, and your contact document has a link to the same projects.
Select to display a box where you can enter a single project link for the current document. Click the Magnifying Glass icon 
to display a list of available projects from which you can choose.
Select to display a box where you can enter multiple project links for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
Select to link the current document to all projects within the current workspace.
The current status of project linking is displayed in the section header so that you can quickly scan project status with all the sections on the Main page collapsed. The document must be in edit mode before you can update information in the Project section.
Indicates the current state
of the transfer.
Type a title that concisely describes the transfer. You can enter details
about the transfer in the Note
box.
Type a string of characters that uniquely identifies this transfer document,
or leave it blank if Proliance is configured to supply one. You can configure
the format of this number by using Proliance
Local Admin. For details, refer to "Editing the Number Format"
in the Proliance Local Admin on-line help.
Optionally type some text to describe the transfer in greater detail.