Add a Fund to a Workspace

Video

You should add a fund to a workspace if you want it to be available for all projects, portfolios, programs, and child workspaces in the workspace.

To add a fund to a workspace:

  1. In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
  2. From the Main Menu, select Cost and Funds, and then select Fund Sources.

    If you want to add a time-phased fund, which is a fund that you can distribute over intervals like years, quarters, or months, it's a good idea to switch over to the Time Phase view now.

  3. In the Status or Time Phase view, select Add.
  4. In the new row, complete these required fields:
    • Name: The name of the fund.
    • ID: A unique ID for the fund.
    • Total: The total amount of money in the fund.

    If you are adding a time-phased fund in the Time Phase view, set the Distribution Type value to Yearly, Quartly, or Monthly, and then enter the financial values for each interval. Make sure the Timescale Interval of the Fund Sources page is set to the same value as the fund's Distribution Type value. For example, if the Distribution Type for the fund is set to Yearly, make sure the Timescale Interval is also set to Yearly. You can change the Timescale Interval on the Settings page, in the Timescale tab.

  5. Complete the other fields as necessary.

    Refer to Fund Fields for information on each field.

  6. Select Save.

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