Maintaining Reference Fund Package Information

A fund package groups multiple funding sources for one or more items in a cost estimate, project, or contract. It makes it easy to identify a single grouping that contains complete funding allocations for items.

To access the Reference Fund Package Overview, click the Reference Fund Packages link in the Reference Data component. Type criteria in the Quick Find search box for the fund package you want or click Show first 10.

To add a reference fund package, click the New button. Enter information as needed.

You can view or change information in these fields:

Note: If you often use the same reference fund package as the default for contract adjustments, you can set the Default Contract Adjustment Indicator to the reference fund package so that it will always be marked as default when you add it to a cost estimate, project, or contract. You can set the Default Contract Adjustment Indicator for more than one fund package until you activate the contract.

Click in a field to add, change, or delete information as needed. Click the Save button when you are finished.

The row Actions menu has the following functions:

Actions

Select Delete to delete a record. Select the Undo button to reverse the delete action. Click the Save button.

Select Duplicate Row to copy a record. Click the Save button.

Select Exclude from Search Results to exclude a record from your search.

Select Insert Row on the row above where you want a new row to display. The system adds a new row directly below the selected row. Click the Save button.

Select Open to view or change reference fund package information. See Maintaining a Reference Fund Package.

Views

Select Attachments to manage attachments. The Attachments link includes the number of files attached to this record. See Working with Attachments.

Select Links to manage links. See Working with Links.

Select Tracked Issues to manage tracked issues. See Maintaining Tracked Issue Information.