Overview
Use this page to configure project funding sources and their hierarchy.
Screen Elements
Add
menu
Add: Creates a category.
Add Child: Creates a subcategory, subordinate to the selected category.
Expand All button
Enables you to see all of the items in the hierarchical list.
Collapse All button
Enables you to hide subordinate items in the hierarchical list.
Full Screen
Expands the current work area so it fills the entire display.
Prints the current page, table, chart, or item.
Search
Searches the view or dialog box for data matching the criteria entered into the box.
Row Actions menu
Add: Creates a new item.
Add Child: Creates a new item, subordinate to the selected item.
Delete: Removes the selected items permanently.
Cut: Cuts the selected item.
Copy: Copies the selected item.
Paste: Pastes a previously cut or copied item into the selected position.
Move Up: Moves the selected item up within the same level in the hierarchical arrangement.
Move Down: Moves the selected item down within the same level in the hierarchical arrangement.
Move Right: Moves the selected item one level lower in the hierarchical arrangement.
Move Left: Moves the selected item one level higher in the hierarchical arrangement.
Funding Source field
Funding sources are the agencies, businesses, or groups that provide funding for a project.
Description field
This field displays a description that corresponds to the Funding Source name.
Download
Enables you to download the view as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all columns are downloaded.
Tips
- If the funding source to be deleted is currently assigned to one or more EPS nodes or projects, then you can choose to merge assignments into a different funding source, or delete the selected funding source and any associated source.
Getting Here
- Click Administration.
- On the Administration navigation bar, click Enterprise Data.
- On the Enterprise Data page, expand Projects and click Funding Sources.