Each row in the project or shell funding sheet corresponds to a fund that has been allocated for use on this project or shell. Each fund originates on the company funding sheet.
Fund allocation can be done manually, by adding rows to the project/shell funding sheet. A fund picker is used to select which funds from the company funding sheet to add.
Funds can also be allocated to a project by using a fund allocation business process that is designed to choose the funds and funding allocation amounts for the project/shell.
For manually allocated funds, the starting amount of each fund can be entered manually. Commonly, the Project Funding column is used to enter the starting value of each fund when funds can be used for the project regardless of WBS code, or the WBS Funding column is used when funding is specified per WBS code. These value can roll up to the company funding sheet column of the same data source.
If you are working with a large number of funds, there are ways to help you find the fund that you are looking for. You can search for individual fund codes using the Find feature. You can also create and apply filters, which can be used to temporarily limit the number of funds displayed on the sheet. For more information, see the following topics: "Searching for Fund Codes", "Creating and Applying Filters ".
To view fund details
In the funding sheet, click the fund code link (in the Fund Code column). The Fund Details opens. If a Fund Attribute form has been designed in Primavera uDesigner and imported into Primavera Unifier, this window will include the fields added to the form in the design. If a Fund Attribute form is not being used, the default window opens, listing basic information such as the fund code, fund name and description.
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