Creating a Project/Shell Funding Sheet
The Project/Shell Funding Sheet tracks how funding is being allocated and consumed at the project/shell level. Project/shell funding sheets work in conjunction with the company funding sheet. Allocating funding sources at project/shell level can be done manually, or through a business process.
A Funding Template and Company Funding Sheet must be completed before you can create a project/shell Funding Sheet.
To create the project/shell funding sheet:
- Go to the project/shell tab and switch to User mode.
- In the left Navigator, select Cost Manager, and then select Funding. The Funding Sheet log opens.
- From the toolbar, click Create. The Select Template window opens.
- Select a template, and click Create.
The 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/shell.
Related Topics
Add Columns to the Project/Shell Funding Sheet
Add Project or Shell Funds (Rows)
Last Published Monday, October 7, 2024