Defining Fund Assignment Options for Project/Shell Funding

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Defining Fund Assignment Options for Project/Shell Funding

The following options are available as part of assignment rules at project or shell level and WBS level. These can be defined in a funding template, or individual project/shell funding sheets.

Project and WBS Level: Specify the sources of funds for this project or shell, either manual or via fund appropriation business processes.

Assignment Levels and Rules: For each funding business process (and each status) that has been set up for the project or shell, you specify manual, Auto Order, or Auto Ratio:

For details, see the following procedures.

Set up funding assignment options

Set fund assignment status and order

Set fund assignment order at the WBS level

Set fund assignment order at SOV level

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