Viewing Cost Estimate Fund Packages in a Snapshot

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

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

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.