When P6 Professional is connected to a P6 EPPM database, you use P6 to set up a Funding Sources Dictionary containing any nonprofit, government-allocated, or other funding sources.
When P6 Professional is connected to a P6 Professional database, follow these steps to set up a Funding Sources Dictionary containing any nonprofit, government-allocated, or other funding sources. You can assign funding sources to budgets as you develop projects.
- Choose Enterprise, Funding Sources.
- Select the funding source immediately above and at the same hierarchy level as the fund you want to add, then click Add.
Use the hierarchical structure of the Funding Sources Dictionary to categorize and group similar funds, such as those affiliated with a particular agency.
- Click Modify to type any additional information about the fund in an HTML editor.
In the editor, you can format text, insert pictures and tables, copy and paste information from other document files (while retaining formatting), and add hyperlinks.
- Click Close.
Tips
- You can apply unlimited Funding assignments to each EPS and project level.
- To see a graphical display of your funding hierarchy, click the Display Options bar in the Funding Sources dialog box and choose Chart View.