Funding Status - EcoSys - 4.03 - Help - Hexagon

EcoSys Portfolios Help (4.03)

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English
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EcoSys
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EcoSys Standard Version
4.03

Funding Status allows you to analyze the funding information of all the funds by their fund organization. Funding information associated with these funds includes the funding amount, allocated funds, approved funds, fund requests pending approval, and fund request rejected. The total fund amount as well as the individual fund amount appear in the Fund Status Register panel.

SHARED Tip You can customize the view of the Funding Status Register from the View Settings.

fund status_4.02

Follow the procedure below to view the funding details.

  1. Navigate to Portfolios > Funding Status. The Funding Status screen appears.

  2. At the top of the screen, in the tool bar, click the Start Year ellipsis to select the required fiscal start year.

  3. At the top of the screen, in the tool bar, click the End Year ellipsis to select required fiscal end year.

  4. If required, click the Refresh icon to update the screen

  5. View the funding amount and allocated amount of all the funds appear in a bar chart format on a yearly basis starting from the start year to end year in Funding Status by Fund panel.

    The below listed details appear in the Funding Status Register panel.

    • Fund Organization: Displays the fund organization name.

    • Fund ID: Displays the fund ID.

    • Fund Name: Displays the fund name.

    • Start Date: Displays the fund start date.

    • End Date: Displays the fund end date.

    • Funding: Displays the total funding amount of the fund.

    • Allocated: Displays the allocated fund amount.

      To view the total allocated amount and amount allocated on a yearly basis from the start year to end year, click the Allocated hyperlink. The allocated fund amount appears in the Funding Allocated panel.

    • Approved To Spend: Displays the approved fund amount.

      To view the fund amount approved and requested not allocated fund amount, click the Approved to Spend hyperlink.

    • Pending Approved: Displays the pending amount that needs to be approved.

    • Request Not Allocation: Displays the requested amount when the fund gets rejected or partially approved.

  6. To view the total funding amount of the fund and the funding done from the start year to end year, click the Fund ID hyperlink. The funding amount appears in the Funding Details panel.

  7. To view the funding amount and allocated amount of an individual fund in a bar chart format, click the Funding hyperlink. The funding amount and allocated amount appear on a yearly basis starting from the start year to end year in Funding Status by Fund panel.

  8. To view the total allocated amount and amount allocated on a yearly basis from the start year to end year, click the Allocated hyperlink. The allocated fund amount appears in the Funding Allocated panel.

  9. To view the fund amount approved and requested not allocated fund amount, click the Approved to Spend hyperlink.