Set Fund Assignment Status and Order

You can control whether a fund is available when assigning funds to spend by activating or deactivating the fund at the project/shell level. Fund assignment order is required if you decide to consume funds automatically. You can also view the Fund order. This will be the order that will be used while assigning funds with Auto Order option.

Funds can be automatically consumed at project/shell level by following fund order defined under Fund Assignment Order window on project/shell Funding Sheet.

To set the fund assignment status and assignment order:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Open the project/shell Funding Sheet:
    1. In the left Navigator, select Templates, select Shells, select the [shell type], and open the [shell template].
    2. In the left Navigator, select Cost Manager, select Funding, and then select Funding Sheet.
  3. Open the Funding Sheet.
  4. From the toolbar, click Fund Assignment Order. The Fund Assignment Order window opens showing whether funds are active or inactive.
  5. Select a fund in the table, and click Activate or Deactivate. Deactivating a fund prevents it from being available when assigning funds to spend.
  6. If you want to change the assignment order, select a fund and click Move Up or Move Down.
  7. Click Close to exit the window.

Last Published Wednesday, July 2, 2025