Navigate to the Client Funding List Page

A user with the Manage Client Funding permission can access this page, but users with the Manage Client Funding permission can only apply payments to projects where they are assigned the Client Funding Manager role.

From the Tools menu at the top of any page, select Client Funding List.
From the Period menu at the top of any project page, select Client Funding List.
From the Tasks page, use the Client Funding List link.
From the Client Funding section of the Period Home page, select the Period Funding List link to open the Add Payment pane and record a new payment. That payment will appear as a record on the Client Funding List page, but is not yet applied to any specific period. When you add the payment in this way, you will be directed to the Fund Subcontractor Progress Claims page where you can apply it to any open period. You can also save this new payment and apply it at another time.
Note: Selecting the Add button in the Period Funding section of the Period Home page will open the same Add Payment pane you will see if you enter Client funding on the Client Funding List page.

Next: Fund Subcontractor Claims