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.

Note: Filters that you set up in the shell template for a Funding Sheet are not currently included in the Project/Shell Funding Sheet. To use filters, you must set them up in the Project/Shell Funding Sheet. For more information, see Searching for Fund Codes and Creating and Applying Filters in the Unifier Managers User Guide.

Related Topics