Funding templates help you associate funding sources and categories ahead of time for the finance team or project managers to use while adding funding sources in the user interface. These templates help save time and it eliminates the need for users to choose categories each time a funding source is added to the project. If sources and categories are known ahead of time and especially if you anticipate there will be a number of sources and categories, funding templates can be a great resource. Multiple templates can be created and tailored for specific uses.
The following topics are included in this section: