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Funding Reports with Estimated Values
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From the Contract menu, click on ‘Funding’
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Before a contract is awarded, funding reports can only be created utilizing the Engineer’s Estimate values:
Go to the Contract menu and click on ‘Reports’.
Select the ‘Funding Category’ or ‘Funding Source’ report, then select from options being sure to select only ‘Estimated’ .
You can now view the funding reports with estimated values and estimated values will populate the Funding Split page as well.
If you update or change funding setup before contract award:
After updating funding setup, go to ‘Estimated Validation’ and click on ‘Restart Validation’.
Any differences that need adjusting will be hi-lighted in red. Adjust then click on ‘Save'. If there are no differences hi-lighted then just click on ‘Save’.report options. If you select the ‘Awarded’ report options, they will be blank until you have awarded the contract.
Funding Reports with Awarded Values
The contract must be awarded to use awarded values. You can always remove the contract award later, if need be.
From the Contract menu, click on ‘Funding’
Click on ‘Awarded Validation’. Any differences that need adjusting will be hi-lighted in red. Adjust then click on ‘Save'. If there are no differences hi-lighted then just click on ‘Save’.
Go to the Contract menu and click on ‘Reports’.
Select the ‘Funding Category’ or ‘Funding Source’ report, then select ‘Awarded' report options.
You can now view the funding reports with awarded values and awarded values will populate the Funding Split page as well.
If you update or change funding setup after contract award:
After updating funding setup, go to ‘Awarded Validation’ and click on ‘Restart Validation’.
Any differences that need adjusting will be hi-lighted in red. Adjust then click on ‘Save'. If there are no differences hi-lighted then just click on ‘Save’.
Please note that each report can be exported to a csv file or printed right from the browser.
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