Add columns to the company funding sheet

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Add columns to the company funding sheet

The columns on the company funding sheet are used to track project/shell level funding, as well as commitment level funding if you are using it, and keep track of fund balances.

To add a column to the company funding sheet

From the Company Funding log, select the company funding sheet and click Open (or double-click on the company funding sheet). The Company Funding Sheet window opens.

Click the Columns button. The Column Log window opens.

Click New. The Column Properties window opens. Complete the Properties window as described in the following table.

Click OK to add the new column to the company funding sheet.

In this field:

Do this:

Name

The name you choose will appear as the column header. You may manually enter a column name, or, if you leave the Name field blank, the selection you make in the Datasource field will automatically populate the Name field.

Datasource

All columns must be associated with a data source. The data source that you choose will determine which of the following options are available. The types of Data sources available are:

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Single Sources: These values roll up from a single, defined source, such as a business process or a system defined source..

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Logical Sources: These include user-defined Manual Entry or Formula columns.

Single Source

Data sources that contain funding sources and consumption information; that is, Fund subtype of Cost business processes, which allocate funding, Spends business processes that consume funding, and Commit business processes that trigger commitment funding, if used.

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Business Processes: List of cost-type business processes that include funding data definitions.

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Project/Shell Funding: Sum of all funding sources at project or shell level for each project or shell, as rolled up from each individual project or shell funding sheet. The information that gets rolled up to this column is dependent on the project or shell funding sheet setup for each project or shell.

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WBS Funding: Sum of all funding sources at WBS level for each project or shell, rolled up from each individual project or shell funding sheet. The information that gets rolled up to this column is dependent on the project or shell funding sheet setup for each project or shell.

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Manual Funding by project/shell: Sum of all project or shell-level funds that are allocated at project or shell level manually.

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Manual Funding by WBS: Sum of all funds that are allocated at WBS level manually.

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Commitment Funding: Sum of all funds that are allocated at the commitment level (if used) for each project or shell.

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Records Funded at Project/Shell Level: Sum of all records that are funded at project or shell level. These are records that have already ended their workflow or hit terminal status.

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Records Funded at WBS Level: Sum of all records that are funded at WBS Level. These are records that have already ended their workflow or hit terminal status.

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Records Funded at Commitment Level: Sum of all records that are funded at the commitment level (spends BPs that are linked to base commits enabled for commitment funding). These are records that have already ended their workflow or hit terminal status.

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Transient Records Funded at WBS Level: Sum of all records that are funded at WBS Level. These are records that are currently in process.

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Transient Records Funded at Project Level: Sum of all records that are funded at project or shell level. These are records that are currently in process.

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Transient Records Funded at Commitment Level: Sum of all in-process records that are funded at the commitment level.

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Fund1 to Fund25: Generic data sources that can be used for manual entry or formula columns to make the values reportable.

Logical Sources

Logical sources include

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Company Funding: This is commonly the column to use to manually enter the starting amount for each fund.

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Company Fund1 to Company Fund25: Generic data sources that can be used for manual entry or formula columns to make the values reportable.

Entry Method

This is applicable for logical data sources.

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Manual Entry: Choose Direct Entry into Cell to allow entry directly into the cell, or Line Item Content to allow data entry through a line item window.

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Formula: Values are calculated based on a specified formula entered for the column. Formulas can include the values of other columns. Click the Create button to create the formula.

Data Format

Applicable for Manual Entry or Formula columns:

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Currency: right-aligns column contents and includes a currency symbol, a thousands separator and two decimal places

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Percentage: right-aligns the contents and includes a percentage symbol

Display Mode

Refers to whether the column is displayed on the sheet.

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Show: Choose this option to allow users to view this column.

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Hide: Hidden columns are active but not displayed and can be accessed by users with “create” permission on the funding sheet.

Total

Determines what will appear in the “Total” (bottom) row for the column:

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Blank: The total of this column is not applicable and will not appear on the sheet. Choose this column for percentage columns and other columns where it does not make sense to display the sum total.

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Sum of All Rows: The sum total of the column values is displayed.

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Use Formula Definition: For formula columns; the formula will be applied to the “Total” row in the same way it is applied to other rows in the column.

Column Position After

The new column will be inserted after the column selected

Note: As funding is consumed from individual funds, the new balance will not be reflected on the company funding sheet by default. You can track your fund balances by adding columns to roll up funding assignments from business process or by manual assignments from the project/shell funding sheets, and commitment funding sheets if used, then adding a formula column to keep track of the balance. You can also use the rules engine to create a rule to keep this balance from going less than zero (or another amount).

Oracle Corporation