Each row in the company funding sheet corresponds to one fund. Depending on how the company funding sheet is set up, the starting value of each fund may need to be manually entered. This is commonly done in a column using the Company Funding data source.
If you are working with a large number of funds, there are ways to help you find the fund that you are looking for. You can search for individual fund codes using the Find feature. You can also create and apply filters, which can be used to temporarily limit the number of funds displayed on the sheet. For more information, see the following topics: Searching for Fund Codes, Creating and Applying Filters.
To view fund details
In the funding sheet, click the fund code link (in the Fund Code column) to open the Fund Details.
- If a Fund Attribute form has been designed in uDesigner, this window shows the fields on the form.
- If a Fund Attribute form is not being used, the default window opens, showing basic information such as the fund code, fund name and description.