You allocate the project/shell funds to use for each fund directly on the commitment funding sheet per row. The sheet must have a column that uses 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 a 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.
To allocate fund values to a row
- Open the commitment funding sheet.
- For each row, double-click the cell of the column you are using for the manual entry portion of fund allocation (e.g., the Funding Across All Rows column). This makes the cell editable.
- Enter the amount to use for fund allocation.
- Click Save on the commitment funding sheet to save your changes. When you save the sheet, a validation check will be run to make sure that the allocation amounts do not exceed the fund balance of each fund on the project/shell funding sheet.