Create a Company Rule

At the company level, you can create rules for the company funding sheet. You can create rules that help you manage you manage each fund, or the total of all funds.

To create a company level rule

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. From the left Navigator, click the Company Workspace node > Rules.
  3. Click New. The Create a new rule window opens.
  4. Select the Control Source: Company Fund.
  5. Select the Rule Level: Per Fund or Per Total of all funds.
  6. Click OK. The Edit Rule window opens.
  7. Complete the Edit Rule window as in the Rule Template procedure and click OK.

Last Published Monday, August 28, 2023