Commitment Funding Sheet templates are created and set up in the Templates node, and are used to create the commitment funding sheet structure in a project or shell (or in a project or shell template). This structure is then used when sheets are created for individual base commit records.
Setting up the commitment 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.
You can specify fund assignment rules in the template, structure or individual commitment funding sheets.
To create a new commitment funding sheet template
- In Administration mode, go to the Company Workspace tab and click Templates > Funding > Commitment Funding Sheet in the left Navigator.
- Click the New button. The Properties window opens.
- Enter a Title and Description.
- Click OK. The template is listed in the log.
After creating the funding template, you can open the sheet and define columns.