Frequently Asked Questions
- How do I send data files through SFTP?
- What is Role-Based Security?
- What are the common fields and definitions for these products?
- How do I create a new person?
- How do I add a budget in Fund Manager?
- How do I add a transaction in Fund Manager?
Release Notes
- August 4, 2026 – Fund Manager & Project Effort Release Notes
- April 30, 2026 - Fund Manager and Project Effort Release Notes
- January 15, 2026 - Fund Manager and Project Effort Release Notes
- October 23, 2025 - Fund Manager and Project Effort Release Notes
- August 7, 2025 - Fund Manager and Project Effort Release Notes
- May 15, 2025 - Fund Manager and Project Effort Release Notes
General Resources
Administrators: Configurable Labels
Administrators: Importing Data
- Enhancements to the SFTP Data Import Process
- Sending Data Files through SFTP
- Reversing Transaction Files Imported through the SFTP
- Deleting all Transactions Through the SFTP
- Fund Manager & Project Effort Import Templates
- Importing Payroll Transactions for Project Effort Certification
Administrators: Fund Manager Roles & Security
All Roles: Fund Dashboard
All Roles: Fund Detail - Sponsored Funds and Non-Sponsored Funds
All Roles: Fund Review
Administrators: Personnel
All Roles: Projections
All Roles: Forecasts
- Adding a New Person from Forecasts Module in GFE
- Selecting Options for Roll-Up and Database
- Saving and Recalling Forecasts
- Using Filters
- Calculating Projected Spending
- Generating Reports