The Funding Manager helps you to keep track of where project or shell funding comes from and how it is being spent. The Funding Manager is available in standard projects and WBS shells. Use the Project or Shell Funding sheet to specify the appropriation and assignment of funds from each funding source. You can automate fund appropriation and assignment when used with cost business processes.
Sometimes, it may be necessary to allocate specific funds to use on a particular contract, and have a means to control consumption on the invoices created against that contract. This can be done through commitment-level funding. A commitment funding sheet is created for each base commit that has been designed for commitment funding. You allocate funds from the project or shell funding sheet to the commitment funding sheet. This sheet works in conjunction with the Schedule of Values sheet (SOV) to track base commit and change commit line items and balances.
Company Funding Sheet vs. Project or Shell Funding Sheets vs. Commitment Funding Sheets |
How to set up the Funding Manager
Importing the Fund Attribute Form
Creating a Company Funding Sheet
Creating a Funding Sheet Template
Creating a Project/Shell Funding Sheet
Defining Fund Assignment Options
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