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Associate Resource Loading to Funding Execution

 
The following steps walk a user, with write access to the module and architecture, through associating a resource loading with a funding execution. This process also applies to a data set. Both the resource loading and the funding execution must have already been created before they can be associated.

The association can be created by editing either the resource loading or the funding execution.
 

Method 1: Edit a Resource Loading

 
1. With the desired architecture loaded, ensure you are in the Gantt tab of the Content Pane.
 
2. Find the project (or task) with the resource loading you wish to modify. Double click on the project name or event bar to open the Project Information window.
 
3. Select the Resource Loading tab. In the Resource Loadings field, scroll and select the desired resource loading and click the to edit the resource loading. Alternatively, the resource loading entry can be double clicked.
 
4. In the Resource Loading Information window that pops up, the Funding Execution list will be populated with all funding executions from ancestor projects that can be associated with this resource loading. Select the appropriate execution. Click the Apply button when finished.
 
5. Click Apply in the project window to apply the resource loading changes.
 

Method 2: Edit a Funding Execution

 
1. With the desired architecture loaded, ensure you are in the Gantt tab of the Content Pane.
 
2. Find the project with the funding execution you wish to modify. Double click on the project name or event bar to open the Project Information window.
 
3. Select the Funding tab. In the Funding Executions field, scroll and select the desired funding execution and click the to edit the funding execution. Alternatively, the funding execution entry can be double clicked.
 
4. In the Funding Execution Information window that pops up, select the Resource Loadings tab. The drop-down list will include all resource loadings from descendent projects and tasks that can be associated with this funding execution. Select the appropriate resource loading and click the plus sign . The resource loading will appear in the Applicable Resource Loadings list. Click the Apply button when finished.
 
5. Click Apply in the project window to apply the resource loading changes.
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