Add and manage commitment funding sheet rows (funds)

The rows that you add to a commitment funding sheet are the project or shell funds that you are allocating to the associated base commit and any change commits.

You add rows (funds) to the project/shell commitment funding sheet, but not the template or structure. You can delete a row as long as no assignments have been made against the fund.

Note: Once fund assignments have been made against them, you will not be able to delete the row. Once the sheet is saved, you cannot edit the fund; if you need to choose a different fund, first delete the row then create a new one.

To add rows (funds) to the commitment funding sheet

  1. Open the commitment funding sheet.
  2. Click Add Rows. A new row is added to the sheet.
  3. Click the drop-down in the Fund Code column and select a fund code from the list. The fund codes listed are those that are on the project or shell funding sheet.

    For each row, you will need to allocate how much of the fund to make available to the commit. You can do that now or wait until all the rows have been added.

  4. To add another row, click the Add Rows button again, and choose a code. Fund codes can only be used once on the sheet; therefore, once a code has been used in a row, it will not appear on the list again.
  5. Click Save on the commitment funding sheet to save your changes.

To delete rows

  1. On the commitment funding sheet, select one or more rows.
  2. Click the Delete Rows button.
  3. Click Yes to confirm.


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Last Published Monday, April 11, 2022