Funding Allocation
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Embedded Files
Background
Background
The Funding Allocation record enables Business Managers and Asset Managers to update the funding allocations for a given project.
Access: This record is located in the Costs module of PMWeb.
Related Pages: Funding Record.
Job Aids
Job Aids
The following job aids and reference guides are relevant to Funding Allocation records:
To request additional training or documentation, please submit a Help Request in PMWeb.
Record Guidance
Record Guidance
Main Tab
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.
Report Guidance
Report Guidance
The Funding Change Log and Region Pool Funding Summary reports are available for this record in "BI Reporting".
Workflow Guidance
Workflow Guidance
There is no Workflow process associated with this record.
Integration and Trigger Guidance
Integration and Trigger Guidance
The Funding Allocation record integrates with or triggers to/from the following:
The Funding Allocation record uses the fund sources identified in the Funding record to allocate money to specific projects/years.
FAQs
FAQs
There are currently no FAQs.
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