Define a Portfolio Fund Allocation Rule

After you have created a portfolio-level fund, you should define its allocation rules to make sure it is used on the right projects. For example, you may want to limit the projects where the fund can be used to projects with a certain Department value.

To define the portfolio-level allocation rules for a fund:

1. In the object selector, select  Portfolio, and then select View Portfolios List.
2. Select a portfolio name.
3. From the  Main Menu, select  Cost and Funds, and then select Fund Sources.
4. Select the Funds tab.
5. In the table, select a fund.
6. In the Allocation Rules detail window, select  Add Allocation Rules.
7. In the Add Allocation Rules panel, select the filters that you want to apply.

   Alternatively, if you want to create a new filter, find the location where you want to add the new filter, select the  Context menu, and then select Add. In the New Filter area, add all new filter criteria.

8. Select Save.