Add a Fund to a Project

Video

You can add funds directly to projects. This is the best way to add a fund if you know it will only be used on one project.

To add a fund to a project:

1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
2. From the  Main Menu, select  Cost and Funds, and then select Project Funds.
3. In the the Status 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.
5. Complete the other fields as necessary.

   Refer to Fund Fields for information on each field.

6. Select Save.

Tips

• To add and remove columns on this view, select  Settings.
• To choose which currency to view funds, go to  Settings and select the Currency tab.