Modify Fund Code

Description

This function allows users to modify the fund code(s) for a project. When the project is in Design, Review Bid Package, or Advertised status. This function is available on a restricted basis after the Construction items are created (when bids for a project are opened).

The Modify Fund Code function can be accessed by all PENNDOT members of the Design Project Team. The function is accessed when the user clicks the hyperlink for the fund code they want to modify on the Funding Information screen then enters and saves the changes on the Fund Description screen. When the Project Status is Construction or Post-Construction and construction items are tied to the fund code, some modifications are prohibited or have special rules associated with them. These instances are explained in this Help document. Also during the "construction" phases of the project, only the District Fiscal Officer or the District Program Engineer can modify the Fund Description screen. This function is not available when the Project Status is Final.

Step-by-Step Directions

User Action	Result
Open your browser software and access the ECMS Welcome page.	The ECMS Welcome page is displayed with the navigation bar on the left.
Using the Registered Users Login fields at the top of the navigation bar, enter your user ID and password. Click GO or tap the Enter key.	The ECMS Welcome page appears. Your user name now appears at the top of the navigation bar, and the navigation bar options are tailored to your security group(s).
From the navigation bar, select the Project Services option.	The Project Services options available to your user group are displayed. Note: You can also access the Fund Description screen from the Go links on the My Projects page. If you are a District Fiscal Officer or District Program Engineer, ensure that the Project Team indicator on the My Projects team is set to "No".
Select the Project Home Page option.	The Projects home page is displayed.
Enter search criteria in one or more of the search fields and click the SEARCH FOR PROJECTS button.	The Projects list is displayed and include the project for which you entered search criteria.
Select "Funding Information" from the 'Select Destination Screen' drop-down list.	The entry you selected appears in the field.
Click the Project Number hyperlink.	The Funding Information screen is displayed.
Click the hyperlink for the fund code you want to modify.	The Fund Description screen is displayed. Note: If the project is in the Contract Award or Construction phase, the Fund Description screen can also be accessed by clicking the fund code hyperlink on the Construction Items List.
Click the EDIT button.	The Fund Description screen switches to edit mode. Note: If the project was cloned from another ECMS project, the SPN and FPN information shown on the Fund Description screen has been copied from the parent. You will need to establish the clone's FPN on the Federal Estimate Construction Engineering screen, then select the FPN on the Fund Description screen. You will also need to select the correct SPN (Construction SPN for the clone) on the Fund Description screen.
Enter the changes you wish to make.	If Construction Items are tied to the fund code and the Project Status is Construction or Post-Construction, the following fields are protected: Urban Area Indicator State % Minor Object FPN Federal % Agency % If Construction Items are tied to the fund code and the Project Status is Construction or Post-Construction, the Maximum Dollar Amount field for State, Federal, and Other participation can be modified; however, the amounts may not be decreased.
Click the SAVE button.	A ‘please wait’ message is displayed. When the processing is completed, the system displays another message informing you the save was successful.
Click OK on the message box.	The message box closes, and the system displays the Fund Description screen.
	Use the Go links to access other project screens, or use the navigation bar to access other ECMS subsystems or to log out of the system.

Related Help Documents

Topic	Help Document
Construction Engineering	How Do I Calculate Federal Funds Requested
FPN, SPN	How Do I View Project Funding
Fund Code - Create	How Do I Create Fund Code
Fund Code - Delete	How Do I Delete Fund Code
View project funding	Tell Me About Funding Information
Funding screen fields and functions	Tell Me About Fund Description
Item funding	Tell Me About Link Design Items to Fund Code How Do I Change the Quantity of an Item Linked to a Fund Code How Do I Delete the Linkage Between an Item and a Fund Code

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:54:13 AM