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
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’ 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.
Go to the Contract menu and click on ‘Reports’.
Select the ‘Funding Category’ or ‘Funding Source’ report, then select ‘Awarded' report options.
Please note that each report can be exported to a csv file or printed right from the browser.