Funding - Tutorials

Funding

• About the Funding Tool
• Create Fundings
• Update the Schedule of Values on a Funding
• Edit a Funding
• Approve a Funding
• Email a Funding
• Export a Funding
• Export a Funding List
• Delete a Funding
• Manage Rows & Columns in the Funding Tool
• Search for and Add Filters to Fundings
• View Fundings
• View the Change History of a Funding

Change Orders

• Configure the Number of Funding Change Order Tiers
• Add Filters to the Change Orders Tab on a Funding
• Add Financial Markup to Funding Change Orders
• Create a Commitment Change Order from a Funding Change Order
• Delete a Funding Change Order
• 1-Tier Configuration
  • Create a Funding Change Order
• 2-Tier Configuration
  • Create a Potential Change Order for a Funding
    • Email a Potential Change Order for a Funding
  • Create a Funding Change Order

Configuration Tasks

• Configure Settings: Funding
• Edit the Advanced Settings on a Funding
• Enable Financial Markup on a Funding
• Custom Fields & Configurable Fieldsets
  An asterisk (*) below indicates the task is performed in the Admin tool. 
  • Create New Custom Fields ^*
  • Create New Configurable Fieldsets ^*

Invoicing

• Invoices
  • Create a Funding Invoice
  • Set or Release Retainage on a Funding Invoice
  • Email a Funding Invoice
  • Export a Funding Invoice
• Configurable PDFs
  • Create a Configurable PDF of a Funding Invoice
  • Edit a Configurable PDF of a Funding Invoice
• Payments
  • Create a Payment Received

Integrations

• DocuSign®

Funding (BETA)

These tutorials detail the Beta Version of the Funding tool. To learn more about this release, see Project Financials: (Beta) Modernized Experience for Fundings.

• (Beta) Add Filters to the Change Orders Tab on a Funding
• (Beta) Add Financial Markup to Funding Change Orders
• (Beta) Approve Fundings
• (Beta) Configure a Funding's Advanced Settings
• (Beta) Create Fundings
• (Beta) Create Funding Change Orders
• (Beta) Delete Fundings
• (Beta) Edit Fundings
• (Beta) Export Fundings
• (Beta) Export a Funding List
• (Beta) View Funding Invoices
• (Beta) View Fundings
• (Beta) View a Funding's Change History
• (Beta) View a Funding's Change Orders