Open a project or shell funding sheet

The project or shell funding sheet is accessed from the Cost Manager > Funding > Funding Sheet log.

Note: There is only one funding sheet per project or shell.

To open a project or shell funding sheet

  1. Open the project or shell and click Cost Manager > Funding > Funding Sheet in the left Navigator. The Funding Sheet log opens.
  2. Click the gear menu () and select Open, or double-click, on the project or shell funding sheet to open the funding sheet window.

    You can click the gear menu () and select Open Classic Interface, to open the project or shell funding sheet in Classic View.

The Funding Sheet window has the following, typical, page headers:

The Funding Sheet window has the following toolbar options:

Note: For projects that do not have funding sheet, you can use the Create toolbar option (in Funding Sheet window) to create a funding sheet. The Create option will not be displayed for the users with View permission. To create a funding sheet, click Create to open the Select Template window and select a template.

Funding Sheet Window Toolbar Option

Description

Manage Rows

(icon with three horizontal lines)

Opens the Manage Rows window which enables you to manage the displayed rows based on the available company fund codes.

Add Column

(icon with three horizontal lines)

Opens the New Column window that enables you to enter data about the new column.

View

  • Default
  • Create New View
  • Manage Views

Edit View

Opens the Edit View window which enables you to manage the displayed view based on the following tabs:

  • Columns
  • Filters
  • Group By
  • Sort By

Fund Assignment Order

Opens the Fund Assignment Order window which enables you to manage the order for:

  • Fund Code
  • Fund Name
  • Status
  • Reorder: Bring the pointer to the cell to activate the move-pointer, click and hold, and move the row to a desired location.

Refresh

Enables you to refresh the contents of the Funding Sheet window.

Print

  • Print
  • Export To CSV
  • Export To Excel

Find on Page

Enables you to find a particular record on the page.

Menu Options

  • Export
    • Summary Fund Sheet
    • Fund Details
  • Row Coloring
    • Multi-Color
    • Single Color
  • Properties
  • Audit Log

Create and Edit Transactions

You can manually enter transaction line item.

Note: Including attachments is not permitted in line items. Cloud customers who have migrated to the 20.6 version of Unifier will not be able to see the previous attachments or add new attachments post migration.


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Last Published Monday, April 11, 2022