You can active or deactivate company funds, which controls their availability for project or shell funding. If you set a fund to “Inactive” at company level, then that fund will no longer be available for project- or shell-level funding sheets; however, if a fund is already listed on a project or shell funding sheet, inactivating the fund at the company level will not affect the fund.
To set the company fund status
| 1 | Open the company funding sheet |
| 2 | Click the Fund Status button on the toolbar. The Fund Status window opens. |
| 3 | Select a fund in the table, then click Activate or Deactivate. |
| 4 | Click Close to exit the window. |
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