Funds can be allocated to a project or shell using a fund allocation business process, which was defined in uDesigner. Following is a summary of the business process types and design options that may be used:
- Project level:
- Cost type, subtype line items with fund code, classification generic.
- Workflow or non-workflow
- CBS level:
- Cost type, subtype line items with CBS and fund code, classification generic.
- Workflow or non-workflow
Commonly, columns are added to the funding sheet to capture funding allocation business process transactions. The Project Funding column might be used (as a formula) to capture the sum of all allocations and manual allocation for each fund.
To allocate funds and enter amounts through a business process
- Create the business process record.
- Add line items as necessary.
- Select a fund from the fund picker by clicking the Select button for the Funding Source. The fund picker lists the funds that are active at the company level. To search for a specific fund, click Find.
- The Line Item window may also include a CBS picker, for CBS level allocations.
- Route the business process record as usual.