These procedures are applicable to funding sheet templates, funding sheets, and funding sheets created in project or shell templates.
Each row of a project or shell funding sheet represents an individual source of funds. The funds added here are funds that are active under the company funding sheet.
Note: Once fund assignments have been made against them, you will not be able to edit project or shell funding sheet rows. To view the status of a fund, click the Fund Status button on the tool bar.
To add rows (funds) to the funding template or project/shell funding sheet)
| 1 | Open the funding sheet or template. |
| 2 | Click Rows, and then click Add Row. The Fund Detail window opens. If you have imported a Fund Attribute form, a customized Fund Detail window will open. |
| 3 | Select a fund from the fund picker (or Fund Source field). |
| 4 | You can search for a specific fund in the fund picker: |
| a | Click the Find button. The Find window opens. The window that opens will depend on the design in Primavera uDesigner. |
| • | If an attribute form is not defined, the default Find window will allow you to search by Fund Code or Fund Name. |
| • | If an attribute form is defined, the Find window can also be designed in Primavera uDesigner, and you may have additional fields to search by. |
| b | Enter search criteria and click Search. This limits the number of funds that are displayed to those that match the search criteria. |
| 5 | Click OK. The fund appears as a row on the Funding Sheet. Funds are displayed in alphabetical order on funding sheet. |
| 6 | To view fund details click on a fund under fund code column. If you import a Fund Attribute form then you will see customized detail form instead of a generic fund detail form. |
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