Funding templates are created and setup in the Templates node, and are used to create individual project or shell funding sheets. They can also be used to create a funding sheet in a project or shell template.
Setting up the funding template consists of adding columns, which correspond to the data sources (e.g., business process transactions, formulas, values you enter manually, etc.) that you wish to track for each funding source. It can also include adding rows (funds).
You can specify fund assignment rules in the template or individual project/shell funding sheets. See Defining Fund Assignment Options for Project/Shell Funding.
To create a new funding sheet template
- In Administration mode, go to the Company Workspace tab and click Templates > Funding > Funding Sheet in the left Navigator.
- Click the New button. 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 template is listed in the log.
After creating the funding template, you can open the sheet and define columns and add funds (rows).