You can control whether a fund is available when assigning funds to spend by activating or deactivating the fund at the project or shell level. Fund assignment order is required if you decide to consume funds automatically. You can also view the Fund order. This will be the order that will be used while assigning funds with Auto Order option.
Funds can be automatically consumed at project or shell level by following fund order defined under Fund Assignment Order window on project or shell Funding Sheet.
To set the fund assignment status and assignment order
- Open the project or shell Funding Sheet.
- Click Fund Assignment Order button on the toolbar. The Fund Assignment Order window opens showing whether funds are active or inactive.
- Select a fund in the table, and click Activate or Deactivate. Deactivating a fund prevents it from being available when assigning funds to spend.
- If you want to change the assignment order, select a fund and click Move Up or Move Down.
- Click Close to exit the window.