Opening Commitment Funding Sheet for a Base Record BP
In the Commitment Funding Sheet log, double-click a row (base record) to open the commitment funding sheet for that base record BP (Commitment Funding Sheet (<Base Record Name BP>) window) window. Alternatively, you can click, or hover over, a record to activate the gear menu and click Open to open the Commitment Funding Sheet (<Base Record Name BP>) window.
The Commitment Funding Sheet (<Base Record Name BP>) window shows the commitment funding sheet for the base record BP that you have selected to open. The window shows the currency information and the Unassigned (Commitment Level). If you click the amount link, on top, the Manual Fund Assignment window opens which displays the details of the fund assignment such as the unassigned amount and name, title, the assigned amount, remaining unassigned, description, and totals.
The Commitment Funding Sheet (<Base Record Name BP>) window has the following columns:
- Fund Code
- Fund Name
Depending on your setup, the sheet columns will also include other funds. For example:
- Funding By Discrete Fund
- Records Funded By Discrete Fund
- Fund Balance By Discrete Fund
Except for the first two columns, you can right-click the column heading of any other columns and hide, delete, lock, insert column, or open the properties of that column.
Use the Commitment Funding Sheet (<Base Record Name BP>) window toolbar options to:
- Manage rows
- Add columns
- Change the sheet view
- Create a new view for the sheet
- Manage the existing sheet views
- Edit the views
- Open the Fund Assignment window that lists all of the CBS codes for the base record (you can search for CBS codes or Cost codes or change assignments for a fund code). You can update the fund assignment for any of the CBS codes. By default, the All Funds option is selected for all of the CBS codes. You can select more than one CBS code and select a fund from the Bulk Assign drop-down field. You must select at least one line to access the contents of the drop-down field. After the fund is selected, all the records will reflect the selected fund in their Assignment column.
- The Fund Assignment window can be accessed from the SOV sheet (Cost Manager > SOV > General Spends / Payment Applications > Open an SOV Based Record).
- Refresh the items on the sheet to get the most up-to-date values.
- Print the items on the sheet.
- Find an item on the sheet.
- Use the Menu Options and set columns, export CFS Sheet Summary or Fund Details, color rows, open column properties, and open the Audit Log.
The lower part of the sheet, depending on the Fund Code that you have selected, will show the Fund Attributes which shows a read-only display of:
- Fund Code
- Fund Description
- Fund Category
- Fund Name
- Fund Long Description
If you click a cell, or value, under a data source (a column other than the first two columns), then the lower part of the sheet displays the following tabs:
- Transactions tab
- Cell Details tab
- Audit Log tab
The commitment funding sheet displays an error icon in case of errors. You can click the error icon to open the list of errors.
The following explains how to open a base record BP.
Last Published Sunday, July 20, 2025