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  (c) PMWeb, Inc., 2017

Funding Record Header Fields

 
 
Funding Record Header Fields
1

Year Field

1. Year Field
Year Field
2

Source Field

2. Source Field
Funding Source Field
3

Code Field

3. Code Field
Funding Code Field
4

Record #* Field

4. Record #* Field
Required. Enter an alphanumeric ID for the record.
5

Description Field

5. Description Field
Description Field
6

Status Field

6. Status Field
Status Field
7

Reference Field

7. Reference Field
Reference Field
8

Category Field

8. Category Field
Category Field
9

Currency Field

9. Currency Field
Currency Header Field
10

Revision Field

10. Revision Field
Revision Field
11

Date Field

11. Date Field
Date Field
12

Funding By Section

12. Funding By Section
The choice you make here determines the levels of funding you can select in the Funding Records Details Tab Table.
 
  • If you select "Portfolio" (the default) you can select any program and project in the table.
  • If you select "Program" a dropdown list appears and you are required to select a program. All lines that you add to the table will be locked at that program and you will only be able to select projects within it.
  • If you select "Project" a dropdown list appears and you are required to select a project. All lines that you add to the table will be locked at that project.
 
If any lines exist in the Funding Records Details Tab Table the Funding by section is locked.