View Fund Sources - EcoSys - 4.01 - Help - Hexagon PPM

EcoSys Portfolios Help (4.01)

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English
Product
EcoSys
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Help
EcoSys Standard Version
4.01

This procedure allows to view fund sources organized by the fund structure.

  1. Navigate to Portfolio > Fund Source.

  2. At the top of the screen, in the green parameter bar, click the ellipsis to select the required values in the below fields:

    • Fund Organization - Select the required fund organization

    • Start Year - Select the required fiscal start year

    • End Year - Select the required fiscal end year

  3. Click Refresh for screen update.

  4. View the Fund Source screen.