Consume a Fund Manually
After a fund has been added or allocated to a project or workspace, you can manually specify how much money in the fund has been consumed. Consumed money is money that has been spent to complete work on a project.
To mark a portion of a fund as consumed:
- In the object selector, select a project.
- In the sidebar, hover over Cost and Funds, and select Project Funds.
- In the Status view, select a fund row.
If you are working with a time-phased fund, select the Time Phase view and then select a fund row.
- In the Consumed field, enter the portion of the fund that has been used.
For time-phased funds, each time period has a Consumed field, which you can use to specify how much money has been consumed for that time period.
- Select Save.
Tips
- To add and remove columns on this view, select Settings.
Last Published Monday, June 24, 2024