Add a Funding Column to Project or Shell Cost Sheet

Cost sheets can show fund related information as part of a Funding Manager solution. The following section discusses funding columns you can add to the project or shell cost sheet.

To add a funding column to the Project/Shell Cost Sheet

  1. Open the Cost Sheet template and click the Add Column button. The New Column window opens.
  2. Complete the fields in the New Column window. For Data Source, choose from the following:
    • Line Item Content type: Data sources that contain fund related information:
      • Funded Records: Sum of all Records that are funded at CBS Level.
      • Unfunded Records: Sum of all Records that are not funded at CBS Level.
      • Manual Funding by CBS: Sum of all funding sources that are allocated at CBS level manually.
    • Formula type: Data sources that are available at project or shell level:
      • CBS Funding: Sum of all funding sources at CBS level. The information that gets rolled up to this data source is dependent on Project/Shell Funding Sheet setup for each project or shell.

        Note: You cannot select this data source unless a funding source is selected under "Processes Contributing Assignable Funds" for CBS level. This is located under Project Funding sheet > Properties > Assignment Tab.

  3. Click Save to add the new funding column to the project or shell cost sheet.

To edit a column

  1. Click the hyperlink text in the CBS Code column. The General tab will open in a secondary pane.
  2. Edit information as necessary.

    Note: Although it is possible to change the entry methods for a column (for example, from "Line item content" to "Direct entry into cell"), use caution when doing so if you have already entered values in the column cells. For example, if you change from line item entry to direct cell entry, the Amount value shown in the cell will appear correctly, but will be an editable direct entry amount, and detailed line item information will be lost.

To move a column

Click and drag the column headers in the log to rearrange columns. A blue line will appear, indicating where the column will be placed.

To delete a column

Right-click on a column header and select Delete. A confirmation window will appear, and you will need to click Yes in order to proceed with deletion.

Note: If the column is being used in a formula in another column, you must remove the column from the formula before you can delete it.  If the column contains a cell with line item data, you must first remove each line item before it can be deleted


Last Published Monday, August 28, 2023