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Creating Funding Sources

Create funding sources to name and describe the agencies, businesses, or groups that provide funding for a project.

To create a funding source:

  1. Click the "" Projects menu and select Enterprise Project Data, or click the Administer menu and select Enterprise Data.
  2. In the Enterprise Data pane, expand Projects and click Funding Sources.
  3. On the Funding Sources page:
    1. Click "" Add (Insert).
    2. Move the funding source to the correct location in the list and hierarchical position by clicking the "" Move Up (Ctrl+Alt+Up), "" Move Down (Ctrl+Alt+Down), "" Move Left (Ctrl+Alt+Left), and "" Move Right (Ctrl+Alt+Right) arrows.
    3. In the Name field, double-click and type a name.
    4. In the Description field, double-click and click "".
  4. In the Description detail window, type a brief narrative about the funding source.
  5. On the Funding Sources page, click "" Save (Ctrl+S).

Related Topics

About Funding Sources

Enterprise Data Page

Funding Sources Page


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