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  (c) PMWeb, Inc., 2021

Funding Selector Dialog

 
This dialog displays lines from Funding Records at the level selected in the Filter by Dropdown. Use this dialog to apply some or all of the available funding to a line item in a record. This dialog is opened by clicking the Detail button in a Funding Field.
 
Funding Selector Dialog
1

Record Line Fields

1. Record Line Fields
Read only. Information from the record line being funded.
2

Filter by Dropdown

2. Filter by Dropdown
Use this dropdown to filter the lines in the Funding Selector Dialog Table. Select:
 
  • *All* - All Funding Records which have an unallocated balance
  • (Portfolio) - Funding Records which have an unallocated balance where "Funding by" is Portfolio and the selected project matches the current record
  • (Program) - Funding Records which have an unallocated balance where "Funding by" is Program and the selected program matches the current record
  • (Project) - Funding Records which have an unallocated balance where "Funding by" is Project and the selected project matches the current record
3

Refresh Table Button

3. Refresh Table Button
Refresh Table Button
4

Funding Selector Dialog Table

4. Funding Selector Dialog Table
Funding Selector Dialog Table
5

Funded Field

5. Funded Field
Read only. The sum of the Amount field in the table.
6

Save Button

6. Save Button
Save Button
7

Cancel Button

7. Cancel Button
Cancel Button

Funding Selector Dialog

Funding Selector Dialog Table