Company and Project/Shell Funding

Design and import a fund attribute form in uDesigner. This will be used as the Fund Details window when adding new funds to the Company Funding Sheet or viewing fund properties. A fund picker, used to add funds to business processes or the Project/Shell Funding Sheet, can also be designed. This is an optional step. If you do not create a fund attribute form, a default fund code form and fund picker will be used.
Import and set up fund business processes. You can use business processes for fund allocations, fund assignment (consumption), and fund credits.
Create and set up the Company Funding Sheet. The Company Funding Sheet tracks the funds that can be used to fund project/shell expenses. The following procedures assume that the rows (funds) and columns of the Funding Sheet have already been created.
Create and set up the Project/Shell Funding Template and Sheet. The Project/Shell Funding Sheet tracks the funds that have been allocated from company funds for a particular project/shell. The Project/Shell Funding Sheet is based on the funding template, which is created first. The following procedures assume that the Project/Shell Funding Sheet has been created, and rows and columns have been added.
Note
- The rows correspond to funds chosen from the Company Funding Sheet. Funds can be added manually, or can be added via fund allocation business processes, discussed later in this section.
- 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.
Define funding assignment rules. Funding assignment rules are set up in the Project/Shell Funding Sheet or template. These determine which business processes are used for fund appropriations and assignments and how to consume funds (ratio or fund order) if you will be using automatic fund assignment from business processes. The following procedures assume these options have been set up.
Create funding rules in the rules engine. Optionally, funding rules can be created in the rules engine that can help you manage your funds and fund balances, for example, to prevent fund balances from becoming less than zero.

Last Published Friday, May 1, 2026