Allocating Funds to a Project or Shell

This section discusses fund allocation. Allocation refers to reserving a certain amount of a company fund to a particular project or shell.

Funds can be allocated to a project or shell either by manually adding rows to the project/shell funding sheet and entering allocation amounts, or through business processes transactions, which automatically add the rows and allocation amountsSee "SOVs and Business Processes". Fund allocation can be done at the project/shell level (funds are available to any expense in the project or shell), or at the WBS level (funding is allocated per WBS code).

 

Manually enter project/shell fund allocation amounts

Allocate funds through business processes

 

 

 


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