The Funding Summary acts as the homepage for the Funding Module, and contains information on viewing, reviewing, and publishing Funding, as well as giving Users access to Estimate Utilities.


Availability

Users that have any of the Funding related permissions active will have access to the Funding Summary. 


Navigation

Modules > Funding


Page Elements

The Funding Summary menu is organized into two tabs: the Details tab and the Reports tab. 


The Details tab has five sections:

1.    My Recently Viewed Funding Packages

    • Displays the 5 most recently viewed Estimating Packages, sorted by the date and time that it was last updated. (Viewing Funding is controlled by a Permission.)

2.   Funding Requests Awaiting Approval. 

    • Displays the top 5 open Funding Packages to Review/Approve. (Reviewing Funding is controlled by a Permission.)

3.   Funding Packages Awaiting Funding. 

    • Displays the top 5 open Funding Packages to Publish. (Publishing Funding is controlled by a Permission.)

4.   Funding Actions Awaiting Approval

    • Displays the top 5 open Funding Packages to Awaiting Approval. (Publishing Funding is controlled by a Permission.)

5.   Funding Packages to Publish

    • Displays the top 5 open Funding Packages to Publish. (Publishing Funding is controlled by a Permission.)























This topic under construction

Page ID:7913-7938-1562