The columns on the project/shell funding sheet are used to track the funding on that project or shell, and to keep track of the fund balances that have been appropriated for its use.
Commonly, the Project Funding column is used to enter the allocation amount of each fund for that project/shell.
Additional columns commonly track fund assignments (consumption) made against each fund. These can be in the form of business process transactions or manual funding assignments, with one column for each business process, and manual entry columns for project level funding and WBS level funding.
The Records Funded at Project Level (or WBS Level) column(s) can be used to track the totals of business process transactions involving fund assignment. This is used for records already reaching terminal status. The Transient Records Funded at Project Level (or WBS Level) column(s) works similarly, but is used for records that are currently in process, and have already been funded before reaching terminal status. These columns can also include any credited funding that may occur due to invoice credits or other negative amounts.
Commitment level funding can be tracked on the project/shell funding sheet using the columns Commitment Funding (tracks funds that are allocated across base commit and change commit business process records enabled for commitment funding), Records Funded at Commitment Level (sum of all spends records that are funded at the commitment level), and Transient Records Funded at Commitment Level (sum of all in-process records that are funded at the commitment level).
A good practice is to add 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.
To view column details
In the funding sheet, click a column header link to view the column details. This will include the data source and, for formula columns, display the formula used.
Oracle Corporation
Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.