Managing Fund Packages in a Cost Estimate

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.

Cost estimates and projects may contain one or multiple fund packages. Each item in the cost estimate or project is assigned to a single fund package, which provides all the funding necessary for that item.

The Cost Estimate Fund Package Overview contains a list of all the fund packages associated with a cost estimate. To access the component, click the Fund Package Overview quick link on the Cost Estimate Summary component.

Note: When a cost estimate is associated with a:
- Proposal or project, the cost estimate follows the workflow for that proposal or project. You can view, add, or edit cost estimates associated with a proposal or project if your system administrator has provided workflow phase rights to your user role.
- Proposal, any cost estimates for projects associated with the proposal are automatically set to inactive.

The system displays a list of all the records that meet your search criteria. Each row includes an Actions button and the current values for the following fields:

Each row represents one fund package.

The row Actions menu has the following functions:

Actions

Select Delete to delete a fund package record. Select the Undo button to reverse the delete action.

Select Duplicate Row to create a new record using data from an existing fund package.

Select Exclude from Search Results to exclude a fund package from search results.

Select Insert Row to create a new fund package record.

Select Open to open a fund package record. See Maintaining a Fund Package in a Cost Estimate.

Views

Select Attachments to manage attachments in a fund package record. See Working with Attachments.

Select Links to manage links in a fund package record. See Working with Links.

Select Tracked Issues to manage tracked issues for a fund package record. See Maintaining Tracked Issue Information.

Click the Save button when you are finished.

Adding a Cost Estimate Fund Package Based on Reference Data

Fund packages can be pre-defined as reference data. When you create a new fund package by selecting a reference fund package, all of the funds listed in the reference fund package are copied to the new fund package for the cost estimate, project, or contract. See Maintaining Reference Fund Package Information.

To create one or more fund packages based on reference fund packages, follow these steps:

On the Fund Package Overview, click the Select Fund Packages button.

The system displays a modal window for selecting reference fund packages.
Click the row for the reference fund package you want to use to create a new fund package.

A check mark appears at the beginning of the row to indicate it is selected. You can click a row again to clear the selection.
Continue selecting reference fund packages as needed.
When you are finished, click the Add Fund Package button.

The system closes the modal window and adds the fund packages to the list on the Fund Package Overview.

To create a new fund packages not based on a reference fund package, click the New button and complete the fields.