Commitment Funding Sheet
To update the destination shell templates with Commitment Funding Sheet setup:
- Go to the Company Workspace (Admin mode) > Templates > Shells > Projects.
- From the Projects Templates log or window, select and open a project.
- From the navigation pane, click Cost Manager to expand it, click Funding to expand it, and click Commitment Funding Sheet to open the Commitment Funding Sheet log or window.
- In the Commitment Funding Sheet log or window, from the toolbar, click Update Shell Templates to open the Update Shell Templates menu items. Your options are as follows:
- Shells Templates
- All Other Shell Templates
- History
The following explores each option in detail.
Shells Templates
If you select this option, the Select Shell Templates window opens that displays a list of projects that you can select. The projects are listed in the Projects log, and the details of each project are displayed in columns:
- Project Number
- Project Name
- Status
- Location
- Project Type
- Project Start Date
- Project End Date
- Administrator
Select from the projects that you want to update and from the toolbar click Update. When the Confirmation window opens, review the message that is displayed in the Confirmation window.
Update Shell Templates with Commitment Funding Sheet Structure
- Structure will be added if does not exist
- Structure will be replaced if does exist
- Properties will be added or replaced
This will update shell templates and cannot be reverted. Do you want to continue?
Click Yes, if you want to update the selected shell templates, or click No, to cancel your update.
If you click Yes, the push job gets initiated and the History log will show the job details.
The Commitment Funding Sheet setup will be added or replaced in the destination shell templates.
The History log will show the job details.
All Other Shell Templates
If you select this option, a Confirmation window opens with the following message:
Update Shell Templates with Commitment Funding Sheet Structure
- Structure will be added if does not exist
- Structure will be replaced if does exist
- Properties will be added or replaced
This will update shell templates and cannot be reverted. Do you want to continue?
Click Yes, if you want to update all of the shell templates, or click No, to cancel your update.
History
If you click the History menu item, the Shell Template History window opens. This window shows the details of the submitted update requests. This window has the following columns:
- Requestor
- Shell Templates
- Submit Date
- Start Date
- End Date
- Status
The History log provides details of each job by showing the actions performed as a part of Commitment Funding Sheet setup push to the destination shell templates.
In the case where in certain shell templates the job is not successful, the history details lists the shell templates where the update has failed and displays the reason for the failure.
You can click to select an item in the list and click Open, from the toolbar, to see the details about that item.
You have the option to click the Cancel Request option, from the toolbar, if the request is not in progress or has not been completed.
See Also
Business Process and Workflow Setups
General Spends (SOV Structure)
Payment Applications (SOV Structure)
Summary Payment Applications (SOV Structure)
Reports (User-Defined Reports)
Last Published Saturday, July 13, 2024