You can add account codes to the accounts sheet manually or by importing.
To add a row to the accounts sheet manually
| 1 | Open the accounts sheet. |
| 2 | Click the Add Rows button. |
| 3 | Complete the Account Code Details form. This is the attribute form imported from Primavera uDesigner. It will vary based on your company’s design. Account codes are built like WBS codes, from segments that can be text fields or pulldown menus. |
| 4 | Click OK. |
Below is an illustration of account segments built using a dynamic data set. The options that are displayed for each segment depend on what option was selected in the segment before it. When the user selects the value in the drop-down list for Segment 1, this determines what options are available on the drop-down list in Segment 2; that selection then controls what the drop-down list will display for Segment 3, and so on.
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