Update Commitment Funding Structure

You can update the structure used to create commitment funding sheets in CBS code-based shells.

The Update Shells process runs in the background. Depending on the number of records and projects you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.

Notes:

Update Project can be used to create or update the commitment funding structure in the project. If the structure exists, it will be updated. If not, it will be created.
Updating the structure in a project will not affect existing commitment funding sheets. New sheets will reflect the updated structure.

To update commitment funding structure using Update Shell:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, select Templates, select Shells, select the [shell type], and open the [shell template].
In the left Navigator, select Cost Manager, select Funding, and then select Commitment Funding Sheet.
From the toolbar, click Update Shells, and choose one of the following:
- Shells: You can use this option to select one or more shells to update. When the update window opens, it lists all shells in the project. You can use Find to isolate the shells you want to update. The find window contains data elements from the Find form that was designed. When you have isolated the shells to update, click the Update button and select either Selected Shell(s) or All Filtered Shells.
- All Shells: You can use this option to update all shells of that shell type.
- History: You can view the update history from past updates or cancel a request before the update begins.
An Alert window opens letting you know that you are about to push changes to the selected shells; there is no undo for the update.
Click Yes if you want to proceed with the update, or No to cancel.

Last Published Tuesday, April 8, 2025