Funding reports can be created once you have funding setup, including funding sources, funding splits, item funding setup, and funding validation. The reports can be used to show but estimated and awarded values, by both funding source and funding category.
Funding Reports with Estimated Values
From the Contract menu, click on ‘Funding’
Click on ‘Estimated 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 ‘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’.
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.
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’.