Funding Manager
Company funding sheets: The company funding sheet tracks all sources of funding across all projects. You create only one sheet per company. Funding sources that are made available at project funding sheet level are rolled up to the company sheet, which maintains the overall fund information. After it is created, the company funding sheet can be edited, but not deleted. The company funding sheet must be created before creating individual project funding sheets.
Project/Shell funding sheets: The project funding sheet tracks how funding is being allocated and consumed at the project level. Project funding sheets work in conjunction with the company funding sheet. Allocating funding sources at project level can be done manually or through a business process. A funding template and company funding sheet must be complete before you can create a project funding sheet.
Commitment funding sheets: Not currently supported in Unifier Essentials.
Last Published Wednesday, June 26, 2024