Update Time-Phased Fund Estimates - EcoSys - 4.11 - Help - Hexagon

EcoSys Portfolios Help (4.11)

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EcoSys
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EcoSys Standard Version
4.11

Time-Phasing allows you to spread the Total Funding Amount entered on the General tab between the fund Start Date and fund End Date.

Follow the procedure below to update the time-phased amount.

  1. In the Fund Details panel, click the Time-Phasing tab.

    • By default, the selected fund appears in the Fund ellipsis. To change the fund, click the Fund ellipsis and select the required fund.

    • The values in the Total Fund, Start Date, End Date, are populated from the Start Date, End Date, and Total Funding Amount updated on the General tab.

    • The value in Delta Cost is the difference between the Total Funding Amount updated in the General tab and the Time-Phased Amount.

      SHARED Tip You can customize the view of the time-phasing amounts from the View Settings.

  2. Type the required amounts in the Fiscal YYYY Fund Amount column.

    SHARED Tip In Fiscal YYYY Fund Amount, YYYY refers to fiscal year. For example, if the fiscal year is 2017, it appears as Fiscal 2017 Fund Amount.

  3. Click SAVE.

    • The values in the Time-Phased Amount and Delta Cost auto-populate.

    • The Time-Phased Amount is the sum of the all the amounts typed in the fiscal years.

    • The Delta Cost is the difference between the Total Fund and the Time-Phased Amount.

    • If the Delta Cost is greater than zero, it appears with a red background.

    • If the Delta Cost is less other than zero, it appears in a parenthesis with a red background.