The columns on the company funding sheet are used to track project and shell level funding and keep track of fund balances.
A common way to enter the starting value of a fund is by adding a Company Funding column to the company funding sheet. This is generally a manual entry column (either direct entry or line item entry). The original value of each fund (one fund per row) is entered into this column.
Additional columns commonly track fund assignments (consumption) made against each fund in projects or shells. These can be in the form of business process transactions or manual funding assignments. Each project or shell level business process or manual entry column can be rolled up to the company funding sheet separately, or project/shell fund assignments can be totaled in the project/shell sheet, and rolled up to the company sheet. A good practice is to have a fund balance formula column that tracks the difference between the original fund value minus all funding assignments, which provides a running balance for each fund. A rule can be created in the Rules Engine to make sure that this fund balance never becomes less than zero (or other specified value).
To view column details
In the funding sheet, click a column header link to view the column details. This will display the data source and, for formula columns, display the formula used.
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