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Update commitment funding structure

You can update the structure used to create commitment funding sheets.

The Update Project process runs in the background. Depending on the number of records and projects you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.

 

Some notes about updating the commitment funding sheet structure

• Update Project can be used to create or update the commitment funding structure in the project. If the structure already exists, it will be updated. If not, it will be created.
• Updating the structure in a project will not affect commitment funding sheets that already exist. New sheets will reflect the updated structure.

To update commitment funding structure using Update Project

1 Go to the Company Workspace tab and switch to Admin mode.
2 Click Templates > Projects (Standard) > All in the left Navigator. Open the project template to update.
3 In the Project Template, navigate to Cost Manager > Funding > Commitment Funding Sheet.
4 Click Update Projects and choose one of the following:
• Projects: allows you to choose which project(s) to update. You can use Find to search for specific projects to select from the complete list of projects. You can select as many projects as you want to update. The Page and Display fields display on the Project Update window, but are disabled in this case.
• All Projects: updates all active and on-hold projects
• History: allows you to view the update history from past updates or cancel a request before the update begins.

An Alert window opens, detailing the information that will be updated. Read the message carefully, as once a project is updated, this action cannot be undone.

5 Click Yes if you want to proceed with the update, or No to cancel.

 

 

 

 

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