Funding Allocations

Background

The Funding Allocation record enables Business Managers and Asset Managers to update the funding allocations for a given project.

Access: From the module menu, Costs --> Funding Allocations

Reports: Funding Change Log, Region Pool Funding Summary

Job Aids

Job Aid - Create a Funding Allocation Record.pdf

Create a Funding Record

Tab Guidance

The following notes provide guidance on some (not all) fields and selections in the record. If you would like assistance on a field or selection not listed here, please visit our Help Page. 

Main Tab

Amount Column

The Amount column is used to indicate the change to the amount of funding, not the absolute number of dollars associated a particular funding source. For example, if the funding from Source A is currently $30,000 but it should be $28,000, a user would enter -$2,000 to effect the change.


Amount field in Funding record

FAQs

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