tips on listing funds in fund centers

Tips on Listing Funds in Fund Centers

For Cost Centers

Enter S_ALR_87012610 - Assignments to Cost Centers onto the command line.

Press Enter

For Cost Centers

Enter the fund center into the appropriate box.

Press Execute.

For Cost Centers

This should show all Cost Centers associated with this Fund Center.

Press the green arrow to back out.

For WBS Elements:

Please enter S_ALR_87012612 - Assignments to WBS Elements onto the command line.

Press enter

For WBS Elements:

Enter the Fund Center into the appropriate box.

Press execute.

For WBS Elements:

This should show all WBS Elements associated with this Fund Center.

Press the green arrow to back out.

Cost Centers/WBS Elements

To have both Cost Centers and WBS Elements in 1 report, enter S_ALR_87012607 - Alphabetical List – onto the command line.

Press enter

Cost Centers/WBS Elements

Click on the Classification tab.

Cost Centers/WBS Elements

Click the green check.

Cost Centers/WBS Elements

Enter the Fund Center into the appropriate box.

Cost Centers/WBS Elements

To increase your number of results, select “Extras” from the toolbar.

Cost Centers/WBS Elements

Then select “User Settings”.

Cost Centers/WBS Elements

You get the “Maintain Users Settings” screen

Select the “Find Object” Tab

Cost Centers/WBS Elements

Change the # of hits to a number you may be comfortable with.

Press the green check

Cost Centers/WBS Elements

Select “Include subordinate classes”

Cost Centers/WBS Elements

This should show all WBS Elements and Cost Centers associated with this Fund Center.

Hit the green arrow to back out.

Tips on Listing Funds in Fund Centers

THE END!!!!