Company Funding Sheet Log

To access the Company Funding Sheet log, go to your Company Workspace (User mode) > Cost Manager node > Funding sub-node.

When you double-click the funding sheet, the Company Funding Sheet window opens. Alternatively, you can use the gear menu (  ) to open the funding sheet. The Company Funding Sheet window displays the fund codes and other details about the fund sheet and contains the following toolbar options:

Add Rows

Lets you access the Fund Attributes window and add a new row to the fund sheet after entering the fund details.

Add Column

Lets you access the New Column window and add a new column to the fund sheet after entering the column details. After you select the data source, the remaining data will auto-populate; however, you can change the values of the fields, if there is a need. This window also lets you select the position of the newly added column, in the funding sheet.

View

Edit View

Lets you add or move columns from the fund sheet.

Refresh

Print

Export To CSV
Export To Excel
Notes:
- For export to Microsoft Excel, the system currently supports only Euro (EUR) and United States Dollar (USD) currency symbols.
- If you export data from a business process (BP) record, sheet (such as an Activity Sheet), or log (such as Company Funding Sheet Log) to Excel, be aware that depending on how your negative values are formatted, you might need to configure your columns in Excel to match the correct data type (Number). Otherwise, the columns will not be treated as numeric and will not sum as expected. One supported format includes placing the negative sign between the currency symbol and the amount (for example, $-1,000).

Find on Page

Menu Options

Columns (Unhide > <COLUMN NAME>)
Import
Export
- Summary Fund Sheet
- Fund Details
Fund Status
Lets you open the Fund Status window and either change the status for the fund codes or delete unwanted fund codes. Use the Find on Page option to find a particular fund code.
Properties
Lets you open the Properties window and determine the fund sheet properties, including the two display modes, Flat or Tree.
Audit Log

In the Company Funding Sheet window, you can customize the columns, except the first two columns (Fund Code and Fund Name).

Note: You can use the Lock after this Column option, explained below, to add to the stationary columns; however, the two first columns shall remain on the sheet by default.

Click a fund code to split the screen and access the properties of that fund code, within the following tabs:

Fund Attributes tab
Audit Log tab

You can use these tabs to update the details of the fund code.

The details of your changes will be recorded in the Audit Log tab. You can print or export (by way of the Print option on the Audit Log) the audit log data.

The fund sheet window (Company Funding Sheet log) has multiple columns. As stated before, the first two columns are stationary, and the other columns can be customized. You can hover over a column header to see additional information about the field. For example, if you hover over the Approved Appropriations column heading, you may see the Data Source and Data Format information for the "Approved Appropriations." If you click a column header, the following options let you manipulate the selected column:

Hide
Delete
Lock after this Column
Insert

Lets you insert a new column.

Unhide
Properties

Lets you open the Columns Properties window and access all the properties of the selected column. Use the navigation icons (right or left bracket or arrows) to move to and access the next or previous column properties.

You can select a cell, for a fund code, and see the different line items for that fund code, in the properties screen, within the Line Items tab. In this tab, you can create a line item (using the plus icon), copy a line item, or delete a line item (using the gear menu [  ] options). When you select a line item and select copy, a copy of the selected line item will be inserted at the last row; you can then change the values of each cell within the added row. Use the Find on Page option to search for a particular line item in the Line Items tab.

When you select a cell, for a fund code, you can click the Cell Details tab to see the cell details such as values for the Fund Code, Fund Name, and so forth.

You can use the Attachments tab to include attachments (using the Browse option or the Document Manager option), the Notes tab to include notes, and the Audit Log tab to access the details of the changes made to the line item.

Use the maximize or docking icons to adjust the location of the tabs on your screen.

The following topics provide additional information about the Company Funding Sheet log.

Last Published Sunday, July 20, 2025