Funding Sheet
Funding lets you track where project or shell funding comes from and how it is being spent. This feature is accessed by way of the Funding sub-node under the Cost Manager module or node.
A funding sheet tracks Company funding through allocation to, and consumption at, the project level.
Use the funding sheet to specify the appropriation and assignment of funds from each source. You can automate fund appropriation and assignment when used with Cost business processes.
Company funding sheets
The company funding sheet tracks all sources of funding across all projects or shells. You create only one sheet per company. Funding sources that are made available at project or shell sheet level are rolled up to the company sheet, which maintains the overall fund information. After it has been created, the company funding sheet can be edited, but not deleted. The company funding sheet must be created before creating individual project or shell funding sheets.
Project or shell funding sheets
The project or shell funding sheet tracks how funding is being allocated and consumed at the project or shell level. Project or shell fund 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 process. A funding template and company funding sheet must be complete before you can create a project or shell funding sheet.
Funding sheet and commitment funding sheets
You can optionally set up commitment level funding, which allows you to allocate specific project/shell funds to individual base commit records. This works in conjunction with the SOV sheet to track base and change commit lines and balances.
In This Section
Company and project/shell funding
Company Funding Sheet, Project or Shell Funding Sheets, and Commitment Funding Sheets
Working with the Company Funding Sheet
Working with Project or Shell Funding Sheets
Allocating Funds to a Project or Shell
Assigning and Crediting Project/Shell Funds
Importing and Exporting Project/Shell Funding Sheet Information
Last Published Sunday, July 20, 2025