Allocating funds for commitment funding

Similar to project/shell funding sheets, the rows of a commitment funding sheet correspond to the funds that you want to use to fund the associated base commit (plus any linked change commits). The funds that are available to add as rows are those that have been added to the project/shell funding sheet.

After adding a row, you allocate how much of that fund you want to make available to the base commit directly on the sheet. That is, you must add a column to the commitment funding sheet using the data source Funding Across All Rows. This is the column to use for fund allocation.

This column can be manual entry or formula. If it is manual entry, you can enter the fund allocation amount directly to the cell. If you use a formula, you must also include another manual entry column to use to enter an amount, and include that in the formula. For example, you might want to use your own ratio of certain funds in the initial allocations. You can add a manual entry column, then use the formula calculation for the Funding Across All Rows column.

Related Topics

Add and manage commitment funding sheet rows (funds)

Allocate fund amounts to a commitment funding sheet row



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Last Published Monday, April 11, 2022