Funding categories offer consistency across projects. Additionally, reports can be generated on rolled up categories across projects for increased visibility.
Funding categories can be modified the following ways:
To add funding categories
- Go to the Funding Setup Options.
- Click the Categories link.
- In the Category field, enter the funding category name.
- Click Add. The new category displays in the Categories table.
For more information, see Access Funding Setup Options.
The Funding Categories page displays.
Editing funding categories allow you to modify category name and/or description.
To edit funding categories
- Go to the Funding Setup Options.
- Click the Categories link.
- Click the Edit link located next to the funding category you want to edit.
- Edit category name and/ or description.
- Click the Save link located next to the category name.
For more information, see Access Funding Setup Options.
The Funding Categories page displays.
The page displays in edit mode.
Funding categories that are being used in a funding template or in a project's cost funding source cannot be deleted. You will receive an error message if you attempt to delete categories that are currently being used.
To delete funding categories
- Go to the Funding Setup Options.
- Click the Categories link.
- Click the check box(es) located next to the funding category you want to delete.
- Click Delete.
- Click OK.
For more information, see Access Funding Setup Options.
The Funding Categories page displays.
You are prompted for confirmation.