Add Rows (Funds) to the Company Funding Sheet
Each row of a Company Funding Sheet represents an individual source of funds. The funds defined here are used in individual project/shell funding sheets.
Note: After fund assignments have been made against them on project/shell funding sheets, you will not be able to edit company funding sheet rows.
To add company funding sheet rows (funds):
- From the Company Funding Sheet, click Add Row.
- Complete the Fund Attributes window fields:
- Fund Code
- Fund Description
- Fund Category
- Fund Name
- Fund Long Description
- Click Save. The fund appears as a row on the Funding Sheet in alphabetical order.
To edit a row:
- Click a fund code in a row, which appears as a link. The Fund Attributes tab opens in another pane.
- Make changes and click Save.
Activate or deactivate a row:
- From the Company Funding Sheet, click the Menu Options and select Fund Status.
- Select the check boxes for each row you want to edit.
- Click Activate or Deactivate. All the selected rows will have their status changed to Active or Inactive.
- Click OK to close the confirmation window.
To delete a row:
- From the Company Funding Sheet, click the Menu Options and select Fund Status.
- Select the check boxes for each row you want to edit.
- Click Delete and Yes to confirm. All selected rows will be deleted.
Last Published Wednesday, June 26, 2024