Activate or deactivate company funds

You can active or deactivate company funds, which controls their availability for project or shell funding. If you set a fund to "Inactive" at company level, then that fund will no longer be available for project- or shell-level funding sheets; however, if a fund is already listed on a project or shell funding sheet, inactivating the fund at the company level will not affect the fund.

To set the company fund status

  1. Open the company funding sheet
  2. Click the Fund Status button on the toolbar. The Fund Status window opens.
  3. Select a fund in the table, then click Activate or Deactivate.
  4. Click Close to exit the window.


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Last Published Monday, April 11, 2022