Commitment Funding Sheet Window Log

To access the Commitment Funding Sheet window log (Commitment Funding Sheet log):

1. Go to your project or shell (User mode).
2. Click the Cost Manager node to expand.
3. Click the Commitment Funding Sheet sub-node to open the Commitment Funding Sheet log.

The Commitment Funding Sheet log lists the Base Commit BP records (e.g., Contracts or Purchase orders business processes) and has the following toolbar options:

Update Structure	Note: If your Commitment Funding Sheet log has no structure, then this option will change to Create Structure. This toolbar option opens the Commitment Funding Structure window. The Commitment Funding Structure log columns provides details about the commitment funding columns by listing their names, data sources, and data formats. Use the toolbar options to: Add a column to the Commitment Funding Structure log columns (Add Column, the plus icon) Open the Commitment Funding Structure properties (CFS Structure Properties icon) This option opens the Properties window which has the General tab and Assignment tab. In the General tab, you can enter the title, and in the Assignment tab you can set the assignment rules (Commitment Level-Manual or Commitment Level-Auto Ratio). The properties of a commitment funding sheet are copied from the structure it was created from (which in turn was copied from a template). You can use these properties, or modify them as necessary. Find an item on the log (Find on Page) Right-click on a row to insert, make a column visible or invisible (Visible checkbox), delete, or reorder the rows and ultimately the columns. You can double-click on a row to open the Column Properties window and see the details or properties of that column. Alternatively, you can use the gear menu options to do the same. The gear menu appears next to each row, when you hover over that row. Similar to the Project Funding Sheet, new columns are created by filling the column properties fields. The Type has three options: Direct Entry, Line Item Content, and Formula. Columns such as Funding by Discrete Funds, Rows Funded by Discrete Funds etc. are part of the Type: Line Item Content. The same Properties window is used for viewing the column properties, which can be opened by clicking Properties by right-clicking on a column heading. To close the Commitment Funding Structure window, from the top right corner, click the X icon.
Actions	To set permissions for the commitment funding sheet. Click Permissions to open the Permissions window to add, remove, or find users or groups, and to modify or set permissions.
Refresh	To update the information displayed on the screen.
Print	This option enables you to print the information displayed on the screen (Print), export the list displayed to an external files (Export to CSV or Export to Excel).
Search	To open the search pane and use the following filters or fields to search for a particular record: Base Record Description Date Created Creator
Find on Page	This option enables you to open a row on top of the rows within the log and enter values in each column to start a search for a specific item in the log.

When you click on a row (base record), or a fund attribute, the screen splits and the right-hand pane displays the properties or fund attributes details of the record within the following tabs:

• Properties tab

  Shows the record name and description.

• Assignment tab

  Shows the Spends Process and allows you to select the Assignment Rules (Commitment Level-Manual or Commitment Level-Auto Ratio).

• Permissions tab

  Shows the users or groups and their permissions details.

• Audit Log tab

  Shows a lists the actions that have been taken on a record. The following are captured in the Audit Log window:

  Date, Event, Action, Field, Old Value, New Value, User Name, Proxy User, and Attachment. You can print the list in the Audit Log tab.

In the Commitment Funding Sheet log, each row (base record) has a gear menu ( ) option that enables you to:

• Open

  To open the commitment funding sheet window for the BP base record (Commitment Funding Sheet <Base Record Name BP> window). See Opening a Base Record from the Commitment Funding Sheet Log for details.

• Permissions

  To open the Permissions window and to add or remove users or groups and to add, modify, or change permissions.

• Open Base Record

  To open the BP base record window (<Base Record Name BP> window). See Opening a Base Record from the Commitment Funding Sheet Log for details.

• Open Classic Interface (available for the sheet level)

  To open the BP base record window (<Base Record Name BP> window) in Classic View. See Opening the Base Record (Commit) in Classic View for details.

With the exception of manual entry columns, all of the values are editable in the commitment funding sheet.

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Last Published Tuesday, April 1, 2025