The Obligation Detail section lies below the STIP Funding section on the FMIS Detail tab. The Obligation Detail section allows the Obligation Detail records for the FMIS Project to be viewed and edited. This section will be collapsed by default, but it can be expanded using the caret on the ribbon header.

Half Pane View

In the half-pane view, the entries will appear below the ribbon header in rolled-up subsections based on Work Phase. Each entry here will be composed of Work Phase (subsection header), Effective Authorization Date (subsection header), Total Cost, Advance Construction, Federal Funds, and Non-Federal Funds. Above the entries in this section will be these total values: Total Costs, Advanced Construction, Federal Funds, and Non-Federal Funds.

Full Pane View

In full-pane mode, the user can view the Obligation Detail table.

Obligation Detail Table

The table in this section displays the Obligation Detail records for the FMIS Project. This table is read-only. In full pane mode, it includes sub-headers for each unique Parent Work Phase on the project. It will also contain the Effective Authorization Date and totals for the Total Cost, Advance Construction, Federal Funds, State Funds, and Other Funds columns in this sub-header row. The table is collapsed by default but can be expanded by clicking on the caret icon in each sub-header row, or by using the "Expand All' link.

This table contains these columns which specify the record: Improvement Type, Fund Source, Program Code, Detail #, Total Cost, Advance Construction, Federal Funds, State Funds, and Other Funds. By default, only the included obligations will be displayed. To show withdrawn obligations, the user can utilize the checkbox above the table. The image below shows an example of the table when this checkbox is selected.

To the right of the "Other Funds" column, the user can access the Obligation Detail pop-up by selecting the eye icon () for FMIS projects in read-only mode or the pencil icon () for FMIS projects that are open to editing.

Editing Obligation Detail Pop-Up

All information in the Obligation Detail pop-up will be read-only for users who do not have permissions or for FMIS project versions that are locked (). For users with permissions, they can edit FMIS project versions that are not locked by selecting the pencil icon (), which opens the Obligation Detail pop-up. This section describes the editing side.

When the Obligation Detail pop-up is opened, the user can view the Parent Work Phase, Improvement Type, Fund Source, and Detail # for the record at the top of this space. All of these fields will be read-only, except Detail # which can be edited if desired. On the top right, the user can select any "Other Statistics" using the checkboxes. The available checkboxes are:

Below this information are two tables: Funding and Locations.

Funding

The Funding table will include any related Program Codes and their available balances for the Federal Fund Source displayed in the top of the window. Available balances will be calculated using the Total Available Funds from FMIS minus any pending obligations in both FMIS and STIP Manager. From this table, the user can enter the values they wish to obligate on the appropriate line. The columns in the table are described below.

Location

The Location table lies below the Funding table. It will contain these tools and columns:

Column/Tool	Description
Tools
Add Location From Existing Locations (Button)	When clicked, a checklist of locations will appear for the user to select the records from the main Location table that should be associated with this detail record.
GIS/Non-GIS (Radio Buttons)	This tool allows the user to denote whether the detail record includes GIS (those on the LRS) or Non-GIS (those off the LRS). GIS and Non-GIS location types cannot be combined on a single Obligation Detail record.
Auto Distribute Funds (Checkbox)	If selected/checked, this tool takes the user-entered funding amounts in the Funding section and automatically distributes them evenly over all location records. If not selected/checked, the user can enter funding amounts in the location table. Funding amounts between the Location table and the Funding section must match before the user is allowed to Save Changes.
Auto Calculate % of Funds (Checkbox)	If the GIS radio button is selected, this checkbox will be displayed. If the Non-GIS radio button is selected, this field will not be displayed. This tool will follow this logic: If selected, the Percent Funds column in the Location table will be disabled and all funds shown in the Funding section will automatically be split by the percentage (length) of each detail record. If unselected, the user will be able to enter the Percent Funds value for each location record.
Columns
Delete ()	This icon can be used to mark a location record for deletion.
Edit ()	This icon can be used to edit the location record.
Location Type	This is the Location Type (Route Segment, Bridge Point, New Polygon, New Line, Boundary Area, etc.) for the location record.
Location Name	This is the name of the route segment, bridge, intersection, traffic station or the Name provided for a record off the LRS.
Route ID	This is the Route ID for the LRS location record; this field is blank for all Non-LRS records.
BMP	This is the Begin Milepoint for the LRS location record. All interfaces and reports will truncate this value to the 4th decimal place; however, the full value will be retained in the database. For points, the BMP and EMP will be the same value. This field is blank for all Non-LRS records.
EMP	This is the End Milepoint for the LRS location record. All interfaces and reports will truncate this value to the 4th decimal place; however, the full value will be retained in the database. For points, the BMP and EMP will be the same value. This field is blank for all Non-LRS records.
Percent Funds	This is the percentage of funds from the Funding section applied to the location record.
Total Cost	This is a read-only field that is automatically calculated by the system as a sum of Advance Construction, Federal Funds, State Funds, Local Funds, Private Funds, Non-Monetary Funds, and Other Funds for the location record.
Advance Construction	This is the amount of Advanced Construction funds for the location record.
Federal Funds	This is the amount of Federal funds for the location record.
State Funds	This is the amount of State funds for the location record.
Local Funds	This is the amount of Local funds for the location record.
Private Funds	This is the amount of Private funds for the location record.
Non-Monetary Funds	This is the amount of Non-Monetary funds for the location record.
Other Funds	This is the amount of Other funds for the location record.
County	This is the County for the location record.
Functional Class	This is the Functional Class for the location record.
Urbanized Area	This is the Urbanized Area for the location record.
Congressional District	This is the Congressional District for the location record.
General Ownership	This is the General Ownership for the location record.
Rural or Urban	This is the Rural or Urban designation for the location record.
System Code	This is the System Code for the location record.
Structure Number	This is the Bridge ID for the location record (if applicable).

Saving Changes

When changes to the Obligation Detail pop-up have been made, the user can select the "Save" button which will close the pop-up and update the Obligation Detail table with the modified values. Alternatively, the user can select the "Cancel" button to revert all values back to the last saved values and close the pop-up.

Add New Obligation Detail Item

The user can add an Obligation Detail item by clicking the available icon () on the section ribbon header. This selection will trigger the appearance of a blank Obligation Detail pop-up where the user can input information about the new item. To add a new Obligation Detail item, follow these general steps:

1. Click the "Add New Obligation Detail Item" icon () on the section ribbon header.
2. Select values in the Parent Work Phase, Improvement Type, and Fund Source picklists.
3. OPTIONAL: Edit the Detail # if desired.
4. OPTIONAL: Select options in the "Other Statistics" checkboxes if desired.
5. Enter a valid obligation line in the Funding table by clicking into the available cells and typing values into them (Federal + AC Amounts > 0).
6. Select a location in the Location table.
   • Click the "Add New From Existing Locations" icon ().
   • In the resulting picklist, select the checkboxes for the desired location(s).
7. Click "Save"

Once the new Obligation Detail item is saved, the pop-up will close, and the item will appear on the table under the selected Parent Work Phase. The Funding Changes associated with this new item will also appear under the "Change Summary" section of the Details tab.