Why is the Send to ERP button dimmed and not available in the Project Creation Assistant?

Answer

When the Send to ERP button is dimmed and not available on the New Project Created page of the Project Creation Assistant, it is typically because the new project data that you have created does not meet the minimum requirements for exporting data with the .

If a button is unavailable, hover over the question mark (?) icon to view a tooltip listing the required actions. You must resolve these issues before you can send project data to the ERP Integrations tool for accounting approval. See What is the accounting approver role?

Send To Erp Greyed Out

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