Company Funding Sheet and Project/Shell Funding Sheets
The first step to setting up funding is to create and set up a Company Funding Sheet, where individual funding sources are set up.
For example, a corporation's funding sources may include different types of corporate accounts. For municipal or educational facilities, funds may come from bond measures, grants, donations, or other sources. All of these funding sources will be listed and tracked on the Company Funding Sheet. As funds are consumed via business processes or manually in individual project/shells, this data is rolled up to the Company Funding Sheet.
Project/Shell Funding Sheets track how your company's funding is being spent on each project or shell. It tracks individual transactions, which are rolled up to the Company Funding Sheet. All Project/Shell Funding Sheets must be created based on a funding template.
Note: Filters that you set up in the shell template for a Funding Sheet are not currently included in the Project/Shell Funding Sheet. To use filters, you must set them up in the Project/Shell Funding Sheet. For more information, see Searching for Fund Codes and Creating and Applying Filters.
Last Published Monday, April 14, 2025