Assign a Fund to Actuals

You can assign funds to your actuals to track sources of money paid for work rendered. Assigning funds to actuals enables you to track where funds are consumed.

Any changes made to a fund assignment in an actual is reflected in the fund itself. For example, if you assign $50.00 of a fund to an actual, then the fund itself will show that $50.00 has been consumed.

To assign a fund to an actual:

In the object selector, select a project.
In the sidebar, hover over  Cost and Funds, and select Actuals.
On the Actuals page, in the table, select an actual.
Select the Funds detail window, and then select  Add.
In the new row, complete these fields:
- Fund Name: Select a fund.
- Assigned: Enter the amount to assign to the actual.
Add any additional funds.
(Optional) Select the Actions  menu, and select Distribute Evenly Across Funds to distribute the Assigned amount evenly across the funds listed.
Select Save.

Tips

To add and remove columns on this view, select  Settings.
You can reset fund assignments for actuals by selecting the Actions  menu, and then selecting Reset Assignments. You can only reset assignments for pending and approved actuals.

Next: View a Scope Based Actual