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Funds Homepage

The Funds Homepage is the starting point for managing funds and fund requests. This page provides a window to fund information relevant to you and contains several sections.

Fund Lists Section

The Fund Lists section shows this information:

  • Fund Lists. The first 4 filtered lists (by default). Filtered lists are subsets or groups of funds that allow you to limit the number of funds to work with at a time.

    The application comes with a set of standard lists, arranged in alphabetical order. All standard lists are public and visible to everyone. You and your managers can create additional lists based on different criteria. These custom lists appear in alphabetical order above the standard set of lists.

    If an already-created list does not appear on the Funds Homepage, click any list. Then, on the Funds List page, click the picklist to see all the available lists, and make your selection.

    The following table describes the standard lists that are available by default.

    Fund List

    Filters

    All Funds

    All the funds that you and your subordinates own

    All Active Funds

    All the funds that you and your subordinates own with a Status of Active

    My Funds

    Funds with your name in the Owner field

    My Active Funds

    Funds with your name in the Owner field and with a Status of Active

    For information on viewing or creating these lists, see Working with Lists.

  • Manage Lists. Link that takes you to the page where you can review the entire list of created filtered lists, create a new list, or view, edit, or delete an existing list. The list of filtered lists on the Manage Lists page includes the standard lists, although you cannot edit or delete them (you can only view them).

Pending Fund Requests Section

The Pending Fund Requests section shows this information:

  • Fund Request Name, Pre-Approved Req., Claim Req., Due Date, and Status. List of your pending fund requests.
  • Show Full List. Link for expanding the list of recently modified funds.

Fund Request Lists Section

The Fund Request Lists section shows this information:

  • Fund Request Lists. The first 4 filtered lists (by default). Filtered lists are subsets or groups of fund requests that allow you to limit the number of fund requests to work with at a time.

    The application comes with a set of standard lists, arranged in alphabetical order. All standard lists are public and visible to everyone. You and your managers can create additional lists based on different criteria. These custom lists appear in alphabetical order above the standard set of lists.

    If an already-created list does not appear on the Funds Homepage, click any list. Then, on the Fund Request List page, click the picklist to see all the available lists, and make your selection.

    The following table describes the standard lists that are available by default.

    Fund Request List

    Filters

    All Fund Requests

    All the fund requests that you and your subordinates own

    My Fund Requests

    Fund requests with your name in the Owner field

    My Approved Fund Requests

    All fund requests that you own with Status = Pre-Approved.

    My Pending Fund Requests

    All fund requests that you own with Status = Pre-Approval Submitted.

  • Manage Lists. Link that takes you to the page where you can review the entire list of created filtered lists, create a new list, or view, edit, or delete an existing list. The list of filtered lists on the Manage Lists page includes the standard lists, although you cannot edit or delete them (you can only view them).

Fund Request - Open Activities

The Fund Request - Open Activities section shows this information:

  • Due Date, Activity, Subject, and Fund Request. List of the activities linked to your fund requests.
  • Show Full List. Link for expanding the list of recently modified funds.

Related Information

See the following topics for related Fund information:


Published 05/11/2007