Activate or deactivate company funds

You can active or deactivate company funds, which controls their availability for project/shell funding. If you set a fund to "Inactive" at company level, that fund will no longer be available for project/shell-level funding sheets; however, if a fund is already listed on a project/shell funding sheet, inactivating the fund at the company level will not affect the fund.

To set the company fund status:

  1. Go to your Company Workspace tab and switch to User mode.
  2. In the left Navigator, select Cost Manager, and then select Funding.
  3. Open the company funding sheet.
  4. From the toolbar, click Menu Options ( ), and then select Fund Status. The Fund Status window opens.
  5. Select a fund in the table, and then click Activate or Deactivate.
  6. Click Close to exit the window.

Last Published Wednesday, July 2, 2025