The Company Funding Sheet tracks all sources of funding across all projects or CBS shells. You create only one sheet per company. Funding sources that are made available at project or shell sheet level or commitment level are rolled up to the company sheet, which maintains the overall fund information.
Once created, the company funding sheet can be edited, but not deleted. The company funding sheet must be created before creating individual project or shell funding sheets.
To create the company funding sheet
- In User Mode, go to the Company Workspace tab and click Cost Manager > Funding in the left Navigator. The Company Funding Log opens.
- Click New. The Properties window opens.
- Enter a Title and Description.
- For Display Mode, choose Flat (no indenting of rows) or Tree (allows indented, nested rows).
- Click OK. The funding sheet is listed in the Company Funding log.