The Fund Sources interface will provide the ability to create and modify Fund Sources used for project programming in the application. This tool can be accessed by clicking on the Administration icon on the Utility Bar. Only users with the System Administrator security role will have this option available.
When "Fund Sources" is selected in the picklist, its interface will appear on the screen. The image below shows the Fund Sources interface after a row is selected in the table. When the user first enters this interface, only the left side (table) will be populated.
On the left side, the user can view a table listing each Fund Source in the system. The three radio buttons above the table allow the user to easily filter the table to display All, Active, or Inactive Fund Sources. These columns appear on the table, regardless of the displayed Fund Sources:
| Column | Description |
| This icon will appear beside each row in the table to allow the user to click, drag, and drop the entry into a different position. This alters the Display Order that the system will use to display the Fund Source list. | |
| Unique Fund ID | This is a manual code entered for each Fund Source as a unique ID to prevent duplication of Fund Sources. |
| Fund Source Level 0 | The lowest level of funding detail. This value combines all types of Federal funding for use in visualizations. |
| Fund Source Level 1 | The level of detail reported to the Executive Office for Administration and Finance (A&F). |
| Fund Source Level 2 | The next level of funding detail. Captures more details about funding entities or how the funding will be used. Represented as [Funding Level 1 | Funding Level 2]. |
| Fund Source Level 3 | The most detailed field describing the fund source. Captures details such as the specific federal funding program. Represented as [Funding Level 1 |Funding Level 2 | Funding Level 3]. |
| Status | This showcases whether the Fund Source is Active (checkmark) or Inactive (no checkmark) within the application. |
To view more information about a Fund Source, the user can click on its row in the table. Then, the Detail window on the righthand side will be filled with its information. This area will include the Fund Name, a delete icon (), and an "Edit Fund Source" button in the header, and these fields below:
| Field | Description |
| Fund Source Level 0 | This field designates the most aggregate funding subtype. |
| Fund Source Level 1 | This field designates the Fund Level subtype (Fund Level 1) for the general Fund Source. |
| Fund Source Level 2 | This field designates an additional subtype Fund Level (Fund Level 2) to the initial Fund Source Level 1. |
| Fund Source Level 3 | This field displays the name for the Fund Source. This field is required. |
| Description | This field displays the description for the fund source. |
| Start Year | This field designates the first year that the Fund Source can be used. This will prevent a Fund Source from being used in the Projects interface for a year in which it is not eligible. This field is required and formatted as YYYY. |
| MMARS Information | |
| Report Level 1 | This field displays the top-level funding category that aligns with Fiscal reporting classifications. |
| Report Level 2 | This field displays the second-level funding category that aligns with Fiscal reporting classifications. |
| MMARS Code | This field displays the 4-digit number that aligns with the funding type. |
| MMARS View | This field displays the funding source category to align with view in MMARS applications. |
| MMARS Level 1 | This field displays the top-level funding category that aligns with MMARS classifications. |
| MMARS Level 2 | This field displays the second-level funding category that aligns with MMARS classifications. |
| Status | This field shows if the Fund Source is active or inactive. |
Edit Fund Source
To edit the Fund Source, the user can select a Fund Source in the table, click "Edit Fund Source" in its Detail window, and edit it based on the field type:
- Textbox - type new values
- Picklist - select new values
- Calendar Select - select new dates
Once a change is made, the "Save Changes" button will appear to allow the user to save the new values. Alternatively, the user can revert the changes to their original values through the available "Cancel" button.
Add Fund Source
The "Add Fund Source" button above the Fund Sources table allows the user to create a new fund source. After selecting this button, the fields in the Detail window will be set to empty, so the user can enter information about the new Fund Source. All fields are editable when creating a Fund Source. Once the user has at least filled all required fields (*), they can select "Save Changes" to create the Fund Source and place it in the table. New Fund Sources will automatically be added to the bottom of the table, but the user can update the Display Order by using the icon to drag the Fund Source to a different position.
Comments
0 comments
Please sign in to leave a comment.