Working with Project or Shell Funding Sheets

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.

Fund allocation, assignment, and credits can be done manually, or through business processes.

Note Because funding originates at the company level in the company funding sheet, funding is always done in base currency, even if the project currency is different.

Related Topics

Open a project or shell funding sheet

About project/shell funding sheet columns

About project/shell funding sheet rows

View Project/Shell funding sheet properties

About Project/Shell funding assignment options

View funding sheet cell details

View Audit Logs



Last Published Thursday, December 11, 2025