Navigate to the Funding Brief record and select the Funding Decisions tab.
Double click on the Funding Decision you want to edit.
Click on the search icon and if the correct Planned Investment appears, left click the Planned Investment to add it to the Funding Decision.
Note: Currently there is an issue where PI-00661 - Bathurst shows as default in Funding Decisions.
If the correct Planned Investment is not appearing, you will need to use the Advanced lookup to find the correct one.
Click on Related Planned Investments (default) and change the view to Planned Investment - Ready for Briefing.
Type in the search bar or scroll the list to find the correct Planned Investment.
Check the box of the Planned Investment you want to add to the Funding Decision and click Done.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article