Open a project or shell funding sheet

The project or shell funding sheet is accessed from the Funding Sheet log.

Note: There is only one funding sheet per project or shell.

To open a project/shell funding sheet:

  1. Go to the shell tab and switch to User mode.
  2. In the left Navigator, select Financial Analysis, and then select Funding Sheet. The Funding Sheet log opens.
  3. Click the gear menu ( ) and select Open, or double-click the funding sheet to open the funding sheet window.

The Funding Sheet window has the following toolbar options:

Note: For projects that do not have funding sheet, you can use the Create toolbar option (in Funding Sheet window) to create a funding sheet. The Create option will not be displayed for the users with View permission. To create a funding sheet, click Create to open the Select Template window and select a template.

Funding Sheet Window Toolbar Option

Description

Manage Rows

(icon with horizontal lines)

Opens the Manage Rows window which lets you manage the displayed rows based on the available company fund codes.

Add Column

(icon with vertical lines)

Opens the New Column window that lets you enter data about the new column.

View

  • Default
  • Create New View
  • Manage Views

Edit View

Opens the Edit View window which lets you manage the displayed view based on the following tabs:

  • Columns
  • Filters
  • Group By
  • Sort By

Fund Assignment Order

Opens the Fund Assignment Order window which lets you manage the order for:

  • Fund Code
  • Fund Name
  • Status
  • Reorder: Bring the pointer to the cell to activate the move-pointer, click and hold, and move the row to a desired location.

Refresh

Lets you refresh the contents of the Funding Sheet window.

Print

  • Print
  • Export To CSV
  • Export To Excel

Notes:

  • For export to Microsoft Excel, the system currently supports only Euro (EUR) and United States Dollar (USD) currency symbols.
  • If you export data from a business process (BP) record, sheet (such as an Activity Sheet), or log (such as Company Funding Sheet Log) to Excel, be aware that depending on how your negative values are formatted, you might need to configure your columns in Excel to match the correct data type (Number). Otherwise, the columns will not be treated as numeric and will not sum as expected. One supported format includes placing the negative sign between the currency symbol and the amount (for example, $-1,000).

Find on Page

Lets you find a particular record on the page.

Menu Options

  • Export
    • Summary Fund Sheet
    • Fund Details
  • Row Coloring
    • Multi-Color
    • Single Color
  • Properties
  • Audit Log

Create and Edit Transactions

You can manually enter transaction line item.

Note: Including attachments is not permitted in line items.


Last Published Monday, April 14, 2025