Viewing Funding Values by Project

When projects are grouped together in a contract, individual funding breakdown by project can still be viewed. This information can be viewed from reports or documents. To create and view this information:

Funding Values by Project Report:

1. From the dashboard (list of contracts), click on ‘Details’ next to the appropriate contract to open that contract’s menu.

2. On the menu, select ‘Payments’.

3. Click on ‘Details’ next to the payment that the report should be run for. (or decided based on the up-to-date)

4. On the payment menu, click on ‘Funding Source Report’, then select ‘By Project’.

5. This will provide a breakdown, by project and by funding source.

Open

Funding Values by Project Partial Estimate:

1. From the dashboard (list of contracts), click on ‘Details’ next to the appropriate contract to open that contract’s menu.

2. On the menu, select ‘Payments’.

3. Select the template for ‘Contractor Payment with Project Values’. The same information from the report will be found on pages 1 and 2 of this version of the partial estimate.

4. This document can be created to view information and opt to not save it back to OneOffice for approval routing. This will not impact any previously created partials.