Funds can be allocated to a project or shell using a fund allocation business process, which was defined in Primavera uDesigner. Following is a summary of the business process types and design options that may be used:
Project level:
| • | Cost type, subtype line items with fund code, classification generic. |
| • | Workflow or non-workflow |
WBS level:
| • | Cost type, subtype line items with WBS and fund code, classification generic. |
| • | Workflow or non-workflow |
Commonly, columns are added to the funding sheet to capture funding allocation business process transactions. The Project Funding column might be used (as a formula) to capture the sum of all allocations and manual allocation for each fund.
To allocate funds and enter amounts through a business process
| 1 | Create the business process record. |
| 2 | Add line items as necessary. |
| • | Select a fund from the fund picker by clicking the Select button for the Funding Source. The fund picker lists the funds that are active at the company level. To search for a specific fund, click Find. |
| • | The Line Item window may also include a WBS picker, for WBS level allocations. |
| 3 | Route the business process record as usual. |
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