TECH TIP

MAY 2017
PRIMAVERA UNIFIER
CREATING TREE VIEW IN FUNDING CODES
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Overview

This is how to create Tree View in Funding Codes.

By default, Unifier is set to use a single set of funding codes. For a simple funding setup this is sufficient, but where funding codes need to be segmented, there are a few steps needed to configure Unifier to accomplish this.

Important note: Once Funding Codes are assigned values you cannot change them, so this tip presumes that you are just now setting up your Funding component.

For this example, we’re going to develop a three segment Funding Code:
1. SEGMENT 1

a. FY17

b. FY18

2. SEGMENT 2

a. CAPITAL

b. FACILITY

3. SEGMENT 3

a. SCHOOL

b. GOVERNMENT

c. PRIVATE

This is a very simple example to illustrate this process. It can contain as many segments as you might need.

Steps

1. First step is to define data elements for each of the segments:

a. In the Company Workspace, Admin navigate to Data Structure Setup, Data Elements.
b. Create NEW and define the first element.

i. Set the name, assign the data definition source and the label used.
ii. Click ok and repeat for the other two segments.

Note: For this example we used the system, 32 character text block as the definition source, but you can choose other definitions as appropriate.

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2. Next, select uDesigner, Cost Manager. Open the FundCode Attributes and then open the Detail form, lineItem.

a. In this view insert Fund Segment 1, 2 and 3 blocks into the lineItem design.


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3. Click on Properties, highlight the “Fund Code” row and click on Formula. Select the Segment1 and click “Add Parameter”. Next click the Delimiter option, add Segment2, add the Delimiter again and add Segment 3 to build your “structure”. Make sure to save this when you’re done.

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4. To create the funding codes and test the layout go to Company Workspace, User Mode and then navigate to Cost Manager, Funding and open the Fund Sheet.

5. Click on the Properties of the Fund Sheet and set the “Display Mode” to “Tree”. Click OK to close properties.

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6. Click on Rows, click the “Add Row” and fill in your first Funding code:

a. Filling in the Segment Values will automatically populate the “Fund Code” with the appropriate delimiter.

b. Click OK and repeat this process for the remaining codes.

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7. When you are done, you should be able to display the Fund Codes in a “Tree View”.

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8. If you need to make changes/corrections, click on “Rows” and click on the Fund Code to correct.

Note: If you need to correct the Fund Code, you must delete the code and re-enter it. Remember—once costs are assigned to the fund code you CANNOT remove it.

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Summary

Once you’ve set up your Funding Codes using Segments, you’ll be able to use these to both view the funding sheet in a nested view, and you can incorporate these elements into custom reporting.

 

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