Cost sheets can show fund related information as part of Funding Manager solution. The following section discusses funding columns you can add to the project or shell cost sheet.
To add a funding column to the Project/Shell Cost Sheet
- Open the Cost Sheet cost sheet and click the Columns button. The Column Log window opens.
- Click New. The Column Properties window opens.
- Complete the Properties window. For Data Source, choose from the following:
- Single sources: Data sources that contain fund related information:
- Funded Records: Sum of all Records that are funded at CBS Level.
- Unfunded Records: Sum of all Records that are not funded at CBS Level.
- Manual Funding by CBS Level: Sum of all funding sources that are allocated at CBS level manually.
- Logical sources: Data sources that are available at project or shell level:
- CBS Funding: Sum of all funding sources at CBS level. The information that gets rolled up to this data source is dependent on Project/Shell Funding Sheet setup for each project or shell.
Note: You cannot select this data source unless a funding source is selected under "Processes Contributing Assignable Funds" for CBS level. This is located under Project Funding sheet > Properties > Assignment Tab.
- CBS Funding: Sum of all funding sources at CBS level. The information that gets rolled up to this data source is dependent on Project/Shell Funding Sheet setup for each project or shell.
- Single sources: Data sources that contain fund related information:
- Click OK to add the new funding column to the project or shell cost sheet.
To edit a column
- From the Columns Log window, select a column and click Open. The Column Properties window opens.
- Make edits as necessary and click OK.
Note: Changing entry methods. Although it is possible to change the entry methods for a column (for example, from "Line item content" to "Direct entry into cell"), use caution when doing so if you have already entered values in the column cells. For example, if you change from line item entry to direct cell entry, the Amount value shown in the cell will appear correctly, but will be an editable direct entry amount, and detailed line item information will be lost.
To move a column
From the Columns Log window, select a column to move, then click Move Up (Left) or Move Down (Right). The order in which the columns appear in the Log window is the order (from left to right) that they appear on the sheet.
To delete a column
Select a column from the Columns Log and click Open to open the Column Properties window, and then click Delete. The column will be deleted.
Note: If the column is being used in a formula in another column, you must remove the column from the formula before you can delete it. If the column contains a cell with line item data, you must first remove each line item before it can be deleted