Maintaining Fund Information

A fund is a funding source for one or more items in a cost estimate, project, or contract.

When you click the Funds link in the Reference Data component, the system takes you to the Fund Overview component where you can add, change, and delete information contained in reference fund rows. Type criteria in the Quick Find search box to locate the fund row you want to maintain, or click Show first 10.

The system displays an accordion list of all the funds in the system that meet your search criteria. Expand a row to display all of the information. Each row contains an Actions button and current values for these fields:

You can add or change information in any field except Fund ID.

To add a new reference fund to the system, select Add from the Actions menu on the component header. For more information, see Adding a Reference Fund.

To delete a reference fund, select Delete from the Actions menu on the fund's row.

Note: You cannot delete a fund that is currently associated with an active project or proposal.

When you are finished, click the Save button. The system displays a message to confirm that your changes were saved in the database.