Funding Sheet

Funding lets you track where project funding comes from and how it is being spent. This feature is accessed by way of the Funding sub-node under the Financial Analysis node.

A Funding Sheet tracks company funding through allocation to, and consumption at, the project level.

Use the Funding Sheet to specify the appropriation and assignment of funds from each source. You can automate fund appropriation and assignment when used with Cost business processes.

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 level are rolled up to the company sheet, which maintains the overall fund information. After it has been created, the Company Funding Sheet can be edited, but not deleted. The Company Funding Sheet must be created before creating individual Project/Shell Funding Sheets.

Project/Shell Funding Sheets

The Project/Shell Funding Sheet tracks how funding is being allocated and consumed at the project level. Project/Shell 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/Shell Funding Sheet.

Note: Filters that you set up in the shell template for a Funding Sheet are not currently included in the Project/Shell Funding Sheet.