Creating, Viewing, and Editing a Commitment Funding Sheet Structure

Structures are created by copying a commitment funding template. The commitment funding structure defines:

The column structure that will be used for the individual commitment funding sheets that are created from the base commit BP records.
The assignment levels and rules to use for each sheet (in the Properties window).
Note: The following procedures assume a commitment funding template has been created and available.

Structures can also be created in a project or shell template and then copied to projects or shells created from that template. Structures created ina project or shell template can also be "pushed" to an existing project or shell, using the Update Projects or Update Shells options.

If you modify the columns or properties of the commitment funding sheet structure, the existing sheets will not be affected, and only the new commitment funding sheets (created from the edited structure) will reflect your modifications. You can modify the columns and properties of individual commitment funding sheets without affecting the default structure.

To create a commitment funding sheet structure

Go to your project or shell (User mode).
Click the Cost Manager node to expand it.
Click the Commitment Funding Sheet sub-node to open the Commitment Funding Sheet log.
From the toolbar menu options, click Create Structure to open the window.
Note: When a structure is created, the Create Structure option changes to Update Structure option.
Proceed to select and open a commitment funding template form the list.
Follow the prompts to either use the commitment funding template structure as is, or make modifications as necessary and use the end result for the commitment funding sheet structure.

To view or edit a commitment funding sheet structure

Go to your project or shell (User mode).
Click the Cost Manager node to expand it.
Click the Commitment Funding Sheet sub-node to open the Commitment Funding Sheet log.
From the toolbar menu options, click Update Structure to open the Commitment Funding Structure window.
Read the following information to view or edit the commitment funding sheet structure:
The Commitment Funding Structure log columns provides details about the commitment funding columns by listing their names, data sources, and data formats.

Use the toolbar options to:
- Add a column to the Commitment Funding Structure log columns (Add Column, the plus icon)
- Open the Commitment Funding Structure properties (CFS Structure Properties icon)
- This option opens the Properties window which has the General tab and Assignment tab. In the General tab, you can enter the title, and in the Assignment tab you can set the assignment rules (Commitment Level-Manual or Commitment Level-Auto Ratio). The properties of a commitment funding sheet are copied from the structure it was created from (which in turn was copied from a template). You can use these properties, or modify them as necessary.
- Find an item on the log (Find on Page)
Right-click a row to insert, make a column visible or invisible (Visible check box), delete, or reorder the rows and ultimately the columns.

You can double-click a row to open the Column Properties window and see the details or properties of that column. Alternatively, you can use the gear menu options to do the same. The gear menu appears next to each row, when you hover over that row. Similar to the Project Funding Sheet, new columns are created by filling the column properties fields. The Type has three options: Direct Entry, Line Item Content, and Formula. Columns such as Funding by Discrete Funds, Rows Funded by Discrete Funds, and so on are part of Line Item Content Type. The same Properties window is used for viewing the column properties, which can be opened by clicking Properties by right-clicking a column heading.

To close the Commitment Funding Structure window, click the X icon in the upper-right corner.

Last Published Sunday, July 20, 2025