Creating a Project or Shell Funding Sheet Template

Funding templates are created and set up in the Templates node, and are used to create individual project/shell funding sheets. They can also be used to create a funding sheet in a project/shell template.

Setting up the funding template consists of adding columns, which correspond to the data sources (for example, business process transactions, formulas, values you enter manually, and so on) that you want to track for each funding source. It can also include adding rows (funds).

You can specify fund assignment rules in the template or individual project/shell funding sheets. See Defining Fund Assignment Options for Project/Shell Funding.

To create a funding sheet template:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, click Templates > Funding > Funding Sheet.
Click the New button. The Properties window opens.
Enter a Title and Description.
For Display Mode, choose Flat (no indenting of rows) or Tree (allows indented, nested rows).
Click OK. The template is listed in the log.

After creating the funding template, you can open the sheet and define columns and add funds (rows).

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