FAQ: What is Category 1 and Funding Source 1 on my Capital Request Form?

Before naming the options, they will all say Category 1 or Funding Source 1. (See Screenshot below.) 

Select the pencil icon to edit the name of the option, and select + Add Category to include a new option.

Note: Be sure to make these adjustments to every Form.

Compare the screenshots above and below to see the process of customizing Forms. 

Note: Funding Sources can be marked as External, as shown in the screenshot above. The “External” column can be found in the Columns menu of the Funding Source Report.