How do I allocate funds to a project?

When it comes to allocating funds to a Capital Project, there are two ways do this. Option one, is from the Capital Projects page & Option two, is from the Fund Transactions page. This article will cover both methods.

Note: You must have Admin rights to the Capital Planning module in order to complete the steps outlined in this article.

Option One: Allocating Funds from The Capital Projects Page

1. Navigate to the Capital Planning module under Program Management
2. Select Capital Project from the left side menu that appears
3. Locate the project you need to allocate funds to
4. Under the Planned Cost Column, click on the dollar value hyperlink
5. Click on the Dollar Sign Icon

   Helpful Hints: (a) Planned costs must be entered before a fund can be allocated to a phase & fiscal year. (b) Red icons indicate that an item is unfunded, yellow indicates partial funding, & green indicates that an item is fully funded.
   

   
   

   

6. Select your Fund from the drop down
7. Enter in the % or dollar value to be allocated
8. Click Save and Debit to Fund

Option Two: Allocating Funds from The Fund Transactions Page

1. Navigate to the Capital Planning module under Program Management
2. Select Fund Transactions from the left side menu that appears
3. Click the + Transaction button in the upper right hand corner
4. Select your Fund from the dropdown
5. Toggle the option for Debit 
6.  Fill in the required fields for Amount, Fiscal Year, Date Posted, Capital Project, & Phase

   Helpful Hints: Your organization may have additional fields configured to be filled out as applicable.

7. Click Save