Searching for Fund Codes

If you are working with many funds, there are ways to help you find the fund or funds that you are looking for. You can search for individual fund codes using the Find feature. You can also create and apply filters, which can be used to temporarily limit the number of funds displayed on the sheet.

You can use the Find button to help you find a particular fund on company, project/shell funding sheet, or a funding template. You can search by any column on the funding sheet. This option is available if the display mode is Flat or Tree. Find is available on company and project/shell funding sheets and templates.

In addition, you can search for funds in a fund picker. The fund picker displays when you are adding funds to a project/shell funding sheet, or funds when adding line items to a business process record used for funding.

To search for a fund on a funding sheet:

  1. Open the project/shell funding sheet.
  2. From the toolbar, click Find. The Find window opens.
  3. Complete the Find window:
    • Column: Choose a column name. This drop-down contains the names of all columns that are displayed on the funding sheet, including Fund Code and Fund Name.
    • Value: Enter a value for which to search. You can enter a full or partial word, number, or other value. (Do not enter a wildcard character for partial entries.) The format of your entry will depend on the type of value you are searching for. If you are searching for a fund code, you can include the code separator if one is used (for example, a dash).
    • Search: Choose Up or Down. For new searches, use Down. If a value is found, it will be selected on the sheet. If you want to continue to search, you can choose to search up or down from the current selection.
  4. Click Cancel to close the Find window.

To search for a fund in a fund picker:

  1. Open the funding sheet or business process record.
  2. Open the fund picker by doing one of the following:
    • On a project/shell funding sheet or template, add a row to the sheet by clicking Rows, and then clicking Add Row. In the Fund Details window, click the Select button next to the field for choosing a fund (for example, Fund Code).
    • In the business process record, click the Select button next to the field for choosing a fund (for example, Fund Code).

    The Fund Picker opens.

  3. You can search for a specific fund in the fund picker:
    1. Click the Find button. The Find window opens. The window that opens will depend on the design.
      • If an attribute form is not defined, the default Find window will let you search by Fund Code or Fund Name.
      • If an attribute form is defined, the Find window can also be designed, and you may have additional fields to search by.
    2. Enter search criteria and click Search. This limits the number of funds that are displayed to those that match the search criteria.
  4. Click OK. The fund appears as a row on the Funding Sheet. Funds are displayed in alphabetical order on funding sheet.

Last Published Wednesday, July 2, 2025