Position Funding
Upload Position Funding
In Manage, select Configuration.
Select Position Funding.
Select Upload Position Funding.
Select Download CSV Template.
Modify the template.
Select Upload.
Map the fields as necessary.
Select Review and Confirm.
Select Confirm and Save.
Field Name | Description | Format | Example |
|---|---|---|---|
Position Code Required | Position Control Number or Position ID | Characters | 10402 |
Account Code Required | Account String from your Chart of Accounts that is funding a portion of this position | Characters | 10-106-110-1000 |
Percentage Required | Percentage of the position being funded by the account | Decimal | 55.0 |
Start Date Required | Position Funding Start Date (YYYY-MM-DD) | Date | 2022-01-01 |
End Date | Position Funding End Date (if applicable) (YYYY-MM-DD) | Date | 2022-10-31 |
Delete Position Funding
In Manage, select Configuration.
Select Positions Funding.
Choose the funding and select the trash can icon.
Select OK.
To delete multiple position funding at once, use the select field to select more than one funding source.