Funding reports can be created after funding has been 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 the ‘Awarded’ report options are selected they will be blank becuase the contract has not yet been awarded.
Funding Reports with Awarded Values:
The contract must be awarded to use awarded values. The contract award details can be removed if there are no transactions added if needed.
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.