Attach Processes to Funding Source

From the Processes tab, you can view, as well as attach any supporting processes associated with the funding source. Any open/closed processes that have been created in the project can be attached to the funding source. e-Builder displays the process name, subject, step name, date opened (since), who it was attached by, and the date it was attached. To view attached processes, simply click the process name.

Processes are permission driven. If you do not have the permission level to view the process in the Processes module, you will not be able to view the process attached.

To attach processes to funding sources

  1. Go to the Funding Sources page.

    2. For more information, see Access the Funding Sources Page.

  2. Click the name of the funding source.

    3. The Funding Source Details page displays.

  3. Click the Processes tab.
  4. Click Attached Processes.

    5. The Attach Processes from [Project Name] filter displays.

  5. Filter for the processes you want to see.

    6. Results display in the table below.

  6. Select the check box next to the process(es) you want to attach.
  7. Click Attach.