Allocating Fund Amounts to a Commitment Funding Sheet Row
You allocate the project or shell funds to use for each fund directly on the commitment funding sheet per row. The commitment funding sheet must have a column that uses the data source Funding Across All Rows. This is the column to use for fund allocation.
The Funding Across All Rows 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 in the commitment funding sheet 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 amounts to a commitment funding sheet row
- Go to your project or shell (User mode).
- Click the Cost Manager node to expand it.
- Click the Commitment Funding Sheet sub-node to open the Commitment Funding Sheet log.
- For each row, double-click the cell of the column you are using for the manual entry portion of fund allocation (for example, the Funding Across All Rows column). This makes the cell editable.
- Enter the amount to use for fund allocation.
- Click Save to save your changes.
When you save the commitment funding sheet, the system runs a validation check to ensure that the allocation amounts do not exceed the fund balance of each fund on the project or shell funding sheet.
Last Published Sunday, July 20, 2025