Allocate a Fund from a Workspace to a Project or Program

You can allocate money from funds in a workspace to projects or programs in the workspace. When a portion of a fund is allocated to a project or program, it becomes available for appropriation and consumption within that project or program.

To allocate funds from a workspace to a project or program:

  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.
  3. Select the Funds tab.
  4. In the table, select a fund.
  5. In the Allocations detail window, select Add.
  6. In the Name field, select a project or program.

    The Select Fund Allocation Destination dialog box lists all projects, programs, and child workspaces in the workspace.

  7. In the Allocated field, enter the amount of money from the fund to be allocated to the project or program.
  8. If you are allocating a time-phased fund, use the field for each time period to specify how much of the fund you want to allocate for that time period.
  9. Select Save.

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