Funding Window

Overview

The Funding window allows for the review and management of the funding codes that are used in the creation of estimates. The image below shows the funding codes window with a list of funding codes pinned to the left column of the window, and one of those funding codes selected.

 

 

Description

The Funding window provides all the properties for the standard items used in the system. Funding sources can be added, deleted, and de/activated.

 

Functionality

• Add Funding Type

• Edit Funding Type

• Delete Funding Type

• Make Funding Source Active/Inactive

• Run Report

• Pin List

• Make Active/Inactive