Add Rows (Funds) to the Company Funding Sheet

Each row of a Company Funding Sheet represents an individual source of funds. The funds defined here are used in individual project or shell funding sheets.

Note: After fund assignments have been made against them on project or shell funding sheets, you will not be able to edit company funding sheet rows.

To add company funding sheet rows (funds)

  1. From the Company Funding Sheet, click Add Row.
  2. Complete the Fund Attributes window fields:
    • Fund Code
    • Fund Description
    • Fund Category
    • Fund Name
    • Fund Long Description
  3. Click Save. The fund appears as a row on the Funding Sheet in alphabetical order.

To edit a row

  1. Click on a fund code in a row, which appears as a link. The Fund Attributes tab opens in another pane.
  2. Make changes and click Save.

Activate or deactivate a row

  1. From the Company Funding Sheet, click the Menu Options and select Fund Status.
  2. Select the checkboxes for each row you want to edit.
  3. Click Activate or Deactivate. All the selected rows will have their status changed to Active or Inactive.
  4. Click OK to close the confirmation window.

To delete a row

  1. From the Company Funding Sheet, click the Menu Options and select Fund Status.
  2. Select the checkboxes for each row you want to edit.
  3. Click Delete and Yes to confirm. All selected rows will be deleted.

Last Published Monday, August 28, 2023