The Properties window defines general setup information and assignment details for the funding sheet.
To view project or shell funding sheet properties
| 1 | In the project or shell Funding log, select the funding sheet and click the Properties button. The Properties window opens. |
| • | The General tab defines the Title, Description and Display Mode for the sheet. If you have edit permissions, you can edit these, including switching back and forth between the display mode options as needed. |
| • | The Assignment tab is used to define the funding assignment options: |
| • | Project and WBS Level: Specifies the sources of fund allocation for the project or shell, either manual entry or via fund appropriation business processes. |
| • | Assignment Levels and Rules: For each funding business process that has been set up for the project or shell, this specifies how funds are assigned, either manually, Auto Order, or Auto Ratio: |
For more information, see "About Project/Shell funding assignment options".
| 2 | Click OK or Cancel to close the window. |
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