v7 FreeBalance Help

Fields

Descriptions

 Id

Unique ID that identifies a Multiyear financial plan.

Fiscal Year

Fiscal Year Default current FY

Workflow Status

This field shows the status of the workflow depending on the Workflow Configuration Setting for this entity the basic Stages are: ‘Created’, ‘Approval Requested’, ‘Approved’, ‘Rejected’, 'Cancelled', 'Template'. The default value is 'Created'.

Institution

Name of Institution. System will automatically display the Institution Code, based on the attribute "Institution Name" from Institution entity.

Project ID

Unique identifier that identifies a Project with external financing. Only one Project External Financing can be linked.

Plan Date

Default current system date and time. Populated automatically by the system at creation time of the record.

Type

Allows to select type from dropdown list

Domestic Project Amount

Calculated field, Display. Only Shows Total Domestic Amount for the Multiyear financial plan,

Domestic Counterpart Project Amount

Shows Total Domestic Counterpart Amount for the whole Plan,

Total Domestic Project Amount

Calculated field, Display only

Created By

User who created the Project with External Financing.

Created Date

Date and time of creation the Plan Project with External Financing.

Approved By

User who approved the Plan Project with External Financing. Populated automatically by the system, when the document is approved.

Approved Date

 Date and time in which the Plan Project with External Financing document turns to ‘Approved’ Status