Viewing Unassigned Amounts (Commitment Level)

When the General Spends BPs are set up to be funded manually, the amount of the General Spends BP, initially, is captured in the Unassigned (Commitment Level) field on the commitment funding sheet. This value displays until the entire amount of the record has been fully funded.

For a project/shell 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 unassigned amounts can also be rolled up to the Cost Sheet using the Unfunded Record data source.

To view unassigned commitment funding sheet amounts (commitment level):

  1. Go to the project/shell tab and switch to User mode.
  2. In the left Navigator, select Cost Manager, and then select Commitment Funding Sheet to open the Commitment Funding Sheet log.
  3. Open the commitment funding sheet for the base record BP that you want to see the unassigned amount for: Commitment Funding Sheet (<Base Record Name BP>). The window shows the currency information and the Unassigned (Commitment Level). If you click the amount link, on top, the Manual Fund Assignment window opens which displays the details of the fund assignment such as the unassigned amount and name, title, the assigned amount, remaining unassigned, description, and totals (transaction records that have not yet been fully funded).

    If business process transactions have occurred that have not yet been funded, the total of the records will display in the Unassigned field in the upper portion of the sheet.


Last Published Wednesday, July 2, 2025