This section discusses fund allocation. Allocation refers to reserving a certain amount of a company fund to a particular project or shell.
Funds can be allocated to a project or shell either by manually adding rows to the project/shell funding sheet and entering allocation amounts, or through business processes transactions, which automatically add the rows and allocation amounts.
Refer to Unifier Business Processes User Guide to review information about Schedule of Values (SOV) Sheets and Business Processes.
Fund allocation can be done at the project/shell level (funds are available to any expense in the project or shell), or at the CBS level (funding is allocated per CBS code).