Creating a Project/Shell Funding Sheet

The Project/Shell Funding Sheet tracks how funding is being allocated and consumed at the project/shell level. Project/shell funding sheets work in conjunction with the company funding sheet. Allocating funding sources at project/shell level can be done manually, or through a business process.

A Funding Template and Company Funding Sheet must be completed before you can create a project/shell Funding Sheet.

To create the project/shell funding sheet:

In User mode, open the project, and click Financial Analysis > Funding in the left Navigator. The Project/Shell Funding Log opens.
Click Create. The Select Template window opens.
Select a template, and click Create.
Click Yes to confirm. The Project/Shell Funding Sheet displays in the log. You can use the funding sheet as it is or set it up to meet the needs of the project or shell.

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