Add a Fund to a Portfolio

You can add funds with a Distribution Type value of Yearly (and only Yearly) to portfolios, where they can then be allocated to projects during the budget planning process.

After the fund is created, define allocation rules to make sure it is used on the right projects.

To add a fund to a portfolio:

In the object selector, select a portfolio.
In the sidebar, hover over  Cost and Funds, and select Fund Sources.
Select the Funds tab.
On the Funds tab, select  Add.
In the new row, complete the following fields:
- Name: The name of the fund.
- ID: A unique ID for the fund.
- Total: The total amount of money in the fund.
Complete the other fields as necessary.
Refer to Fund Sources Fields for information on each field.
Select Save.

Tips

To add and remove columns on this view, select  Settings.
You can allocate a time-phased fund for each period of its lifecycle on the Time Phase view.
To choose which currency to view funds, go to  Settings and select the Currency tab.

Next: Define a Portfolio Fund Allocation Rule