Set Fund Assignment Order at the CBS Level

The Unassigned (CBS Level) link on the Project/Shell Funding Sheet displays the total of funds at the CBS level. Funds can be automatically consumed at CBS level by following fund order defined for each CBS Code from the Fund Assignment Order window on the Project/Shell Cost Sheet.

To set fund assignment order at CBS Level:

  1. Go to the Company Workspace and switch to Admin mode.
  2. In the left Navigator, select Templates, select Shells, select Projects, open the applicable [project template], select Cost Manager, and select Cost Sheet.
  3. Open the Project Cost Sheet.
  4. Click the three dots at the bottom of the sheet, and then click the Fund Assignment Order tab.
  5. Select a CBS code from the upper pane. A list of funds that are available for this CBS will be displayed on the bottom pane.

    The bottom pane will also display assignment status of funds. You can modify assignment status of a fund from the Fund Assignment Order window in the Project Funding Sheet. Funds with Inactive status will not be used as part of consumption process.

  6. Select a fund and click Move Up or Move Down button to change fund order.
  7. If you have defined Breakdowns for a CBS code, select breakdown to view funds.

Last Published Monday, October 7, 2024