Allocate a Fund from a Workspace to a Portfolio or Child Workspace

You can allocate money from funds in a workspace to a child workspace or a portfolio in the workspace. When a portion of a fund is allocated to a workspace, it may be further allocated to projects within that workspace. Similarly, when a portion of a fund is allocated to a portfolio, it may be assigned to projects within the portfolio.

To allocate funds from a workspace to a portfolio or child 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.
  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 workspace or portfolio.

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

  7. In the Allocated field, enter the amount of money from the fund to be allocated to the workspace or portfolio.
  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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