About Funding

The Funding manager helps you to keep track of where project or shell funding comes from and how it is being spent. This feature is accessed via the Funding node under the Cost Manager. Use the Funding sheet to specify the appropriation and assignment of funds from each source. You can automate fund appropriation and assignment when used with Cost business processes.

See Also

Unifier Cost Manager

Accounts Sheet

Cost Sheets

Funding

Cash Flow Module and Cash Flow Curves

Earned Value (EV) Module

Schedule of Values (SOV)

Generic Cost Manager

Cost Manager (Standard)

Rules and Rule Exceptions

Using Cost Manager

About Cost Sheets

Working with Project or Shell Cost Sheets

Working with the Company Cost Sheet

Working with the Program Cost Sheet

Working with Company Accounts Sheets

About Cash Flow

About Cash Flow Curves

Cash Flow Curves Types

Cash Flow Log Window (Standard View)

Cash Flow Project Overview (Standard View)

Granting Cash Flow User Mode Permissions

About Portfolio Manager Budget Curves

Financial Period in Cost Manager

Creating Cash Flow Curves (Classic View)

Creating Cash Flow Curves (Standard View)

Auto-create a Cash Flow Curve from a Base Commit Record

Create a Cash Flow Curve from a Schedule Sheet

Create a Cash Flow Curve from a Template

Copy Cash flow curves and curve data

Cash Flow Curves in Cost Controls Base Product

About Cash Flow Worksheets

Program-Level and Company-Level Cash Flow

Earned Value (EV)

About Schedule of Values (SOV)

Working with a Generic Cost Manager

P6, Cost Manager, and Cash Flow

In This Section

Company and project/shell funding

Commitment level funding

Company Funding Sheet vs. Project or Shell Funding Sheets vs. Commitment Funding Sheets

Working with the Company Funding Sheet

Working with Project or Shell Funding Sheets

Allocating Funds to a Project or Shell

Assigning and Crediting Project/Shell Funds

Searching for Fund Codes

Creating and Applying Filters

Importing and Exporting Project/Shell Funding Sheet Information

Working with Commitment Funding Sheets



Legal Notices | Your Privacy Rights
Copyright © 1998, 2022

Last Published Monday, April 11, 2022