To access the Company Funding Sheet log, go to your Company Workspace (User mode) > Cost Manager node > Funding sub-node.
When you double-click on the funding sheet, the Company Funding Sheet window opens. Alternatively, you can use the gear menu ( ) to open the funding sheet. The gear menu ( ) option enables you to open the funding sheet in classic interface, also. The Company Funding Sheet window displays the fund codes and other details about the fund sheet and contains the following toolbar options:
Add Rows
Enables you to access the Fund Attributes window and add a new row to the fund sheet after entering the fund details.
Add Columns
Enables you to access the New Column window and add a new column to the fund sheet after entering the column details. Once you select the data source the remaining data will auto-populate; however, you can change the values of the fields, if there is a need. This window also allows you to select the position of the newly added column, in the funding sheet.
View
- Default
Use this option to see the default system view.
- Create New View
Use this option to create a custom view. Custom views appear in the View list.
- Manage Views
Use this option to reorder, show or hide views, and delete custom views.
Edit View
Enables you to add or move columns from the fund sheet.
Refresh
To update the information displayed on the screen.
To print the information displayed on the screen. Your options are:
- Export To CSV
- Export To Excel
Find on Page
To search the information displayed on the screen in order to find a particular item or entry.
Menu Options (the icon that has three horizontal lines and an arrow pointing down)
- Columns (Unhide > <COLUMN NAME>)
- Import
- Export
- Summary Fund Sheet
- Fund Details
- Fund Status
Enables you to open the Fund Status window and either change the status for the fund codes or delete unwanted fund codes. Use the Find on Page option to find a particular fund code.
- Properties
Enables you to open the Properties window and determine the fund sheet properties, including the two display modes, Flat or Tree (Display Mode).
- Audit Log
In the Company Funding Sheet window, you can customize the columns, except the first two columns (Fund Code and Fund Name).
To view or change column definition or properties:
- Right-click on the column heading.
- Click Properties to open the Column Properties window and see the following information about that column:
- Name
- Type
- Datasource
- Data Format
- Display Mode
- Column Position
- When finished, click Save. To discard changes, or to close window, click Cancel.
You can use the Lock after this Column option, explained below, to add to the stationary columns; however the two first columns shall remain on the sheet by default.
Click on a fund code to split the screen and access the properties of that fund code, within the following tabs:
- Fund Attributes tab
- Audit Log tab
You can use these tabs to update the details of the fund code.
The details of your changes will be recorded in the Audit Log tab. You can print or export (by way of the Print option on the Audit Log window) the audit log data.
The fund sheet window (Company Funding Sheet log) has multiple columns. As stated before, the first two columns are stationary, and the other columns can be customized. You can hover over a column header to see additional information about the field. For example, if you hover over the Approved Appropriations column heading, you may see the Data Source and Data Format information for the "Approved Appropriations." If you click on a column header, the following options enable you to manipulate the selected column:
- Hide
- Delete
- Lock after this Column
- Insert
Enables you to insert a new column.
- Unhide
- Properties
Enables you to open the Columns Properties window and access all the properties of the selected column. Use the navigation icons (right or left bracket or arrows) to move to and access the next or previous column properties.
You can select a cell, for a fund code, and see the different line items for that fund code, in the properties screen, within the Line Items tab. In this tab you can create a new line item (using the plus icon), copy a line item, or delete a line item (using the gear menu ( ) options). When you select a line item and select copy, a copy of the selected line item will be inserted at the last row and allowing you to proceed to change the values of each cell within the added row. Use the Find on Page option to search for a particular line item in the Line Items tab.
When you select a cell, for a fund code, you can click the Cell Details tab to see the cell details such as values for the Fund Code, Fund Name, and so forth.
You can use the Attachments tab to include attachments (using the Browse option or the Document Manager option), the Notes tab to include notes, and the Audit Log tab to access the details of the changes made to the line item.
Use the maximize or docking icons to adjust the location of the tabs on your screen.
The following topics provide additional information about the Company Funding Sheet log.