View Unassigned Amounts

When spends business processes are set up to be funded manually, the amount of the record initially is captured in one of the Unassigned fields on the funding sheet. This value displays until the entire amount of the record has been fully funded. For Project level funding, the amount displays in the Unassigned (Project Level) field; for CBS level funding, the amount shows up in the Unassigned (CBS Level) field.

It is possible that an Unassigned amount can be negative, as the result of a credit invoice that has not yet been credited back to the funding source.

Note: These can also be rolled up to the cost sheet using the Unfunded Record data source.

To view unassigned amounts:

  1. Open the project/shell funding sheet.

    If business process transactions have occurred that have not yet been funded, the total of the record(s) will display in one of the Unassigned fields in the upper portion of the sheet.

  2. Click the link next to Unassigned (Project Level) or Unassigned (CBS Level).

    The Manual Fund Assignment window opens. This window lists transaction records that have not yet been fully funded.


Last Published Monday, April 14, 2025