Creating a Project/Shell Funding Sheet

The Project/Shell Funding Sheet tracks how funding is being allocated and consumed at the project or shell level. Project or shell funding sheets work in conjunction with the company funding sheet. Allocating funding sources at project or shell level can be done manually, or through a business processes.

A Funding Template and Company Funding Sheet must be completed before you can create a project or shell Funding Sheet.

To create the project or shell funding sheet

In User Mode, open the project, and click Cost Manager > Funding in the left Navigator. The Project/Shell Funding Log opens.
Click Create. The Select Template window opens.
Select a template, and click Create.
Click Yes to confirm. The Project/Shell Funding Sheet displays in the log. You can use the funding sheet as it is or set it up to meet the needs of the project or shell.

To create the project or shell funding sheet

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