This section discusses assigning (consuming) funds on project and shell funding sheets. When funds are “assigned,” it means they are consumed from the allocated amount for that project or shell. Funds can also be credited back to the source when necessary.
Fund assignments are based on spends type business processes within the project or shell (e.g., invoices or payment applications), which enables accurate funding and tracking of project expenses. Funds are assigned based on the amount of a spends record, and can never exceed that amount. The behavior of funding business processes depends both on the design options chosen in Primavera uDesigner and the Assignment Levels chosen on the project/shell funding sheet properties.
Funding assignments are based on business processes transactions, and commonly, columns are added to the funding sheet to track spends business processes eligible for funding. Formula columns may also be added to track the totals of these records, which may include Records Funded at Project Level (and/or WBS Level), for completed records; and Transient Records Funded at Project Level (or WBS Level), to track funding on records that are funded while in process. Values can also roll up to the company funding sheet if the same data source columns are added.
Manual vs. automatic fund assignment
About business processes enabled for funding
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