Creating a Fund Appropriations Records

To create a Fund Appropriations record

  1. Go to your project. Ensure that you are in the User mode.
  2. Expand the Financial Transactions node and expand the Funding node.
  3. Select Fund Appropriations.
  4. From the BP log page, click Create.In the Create New Fund Appropriations form, complete, at minimum, the required fields according to the Upper form table below. You can save the form as a draft at any time. Unifier stores the draft in the Drafts folder.
  5. In the Line Items section click Add or Grid. The Line Items form opens.
  6. Complete the Line Items form according to the Line Items table below. You must complete all required fields before you can save the Line Items form.
  7. Click Save (if using the grid) or OK (if using the Line Item form) to save the form. The Line Items form closes.
    • If you close the grid before you save it, you will lose your entries.
    • Unifier automatically calculates the aggregate value of the line items and displays the sum in the Amount field in the Upper form, and in the Total Amount field in Line Items.
  8. In Workflow Actions select the workflow action to take. In this case, your selection is Submit. This action activates Action Details.
  9. In Action Details, select who should receive the record.
    1. Click To... The User/Groups picker opens and displays a list of available task recipients.
    2. Select the user or group who will receive the task on the Review step.
    3. Click Add.
    4. Click OK. The User/Group picker closes and the selection appears in the To field. Upon sending, the record will appear in the recipient's Tasks log.
    5. (Optional) Click Cc... and follow steps a - d. The record will appear in the recipient's Home page under Notifications log.
  10. Click Send to route the record to the Review step. Unifier displays a message stating that the record has been submitted successfully.

Upper Form

In this field

Do this

Record Number

This is a read-only field that Unifier populates.

Title*

This is a required field - Enter a name for the record.

Project Number

This field is auto-populated from the project.

Project Name

This field is auto-populated from the project.

Creator

This is a read-only field that identifies the person who created the record. The field appears as a link to the record creator's contact information.

Creation Date

This is a read-only field that Unifier populates with the record creation date.

Due Date

This is a read-only field.

Due Date is pre-populated to reflect the number of days you have to finish routing the record. If the record becomes late, Unifier displays the record Title in bold red.

Status

This is a read-only field.

Amount

This value is auto-populated from the aggregate value of line items.

Description

This is not a required field - Enter a description of the budget change.

Current Project Budget

This is a read-only field.

Previous Funding Amount

This is a read-only field.

Amount

This is a read-only field.

Total Funding

This is a read-only field.

Item Logs

Line Items Tab

In this field

Do this

Funding Source*

This is a required field - Use the Fund Picker to select a funding source.

Fund Name

Enter the name of the fund.

Fund Description

Enter a description for the fund.

Short Description*

This is a required field - Enter a brief description for the line item.

Amount

Enter a value for the Amount.


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Last Published Tuesday, March 2, 2021