Create funding source projects
Why use this feature
In Axiom Capital Planning, you can now create projects designated as funding sources. The dollar value used for the source project can fund other projects. For example, you may designate a project as a contingency fund to fund other projects, which allows you to save time by easily track the contingency dollars available.
How this feature works
What: Easily change a project to a funding source project type by selecting this option in the Project Approval report. After saving the report, the system automatically updates the Status field in the plan file in the Project tab > Description tab. Users with administrator privileges can also change the project type in the plan file itself in the Description tab.
Systems: Web and Legacy
Where: This enhanced feature applies to the Project Approval report and the Project tab > Description tab in the plan file.
Who: Only Axiom Capital Planning administrators can designate a funding source project.
How: Open the Project Approval report. In the Approval Status column, select Funding Source, and click Save.
Designating a funding source project in the Project Approval report
Designating a funding source project in a plan file
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Where to find more information
The following topics in the online help have been updated with information and instructions for using this feature:
