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Assign, edit, or delete project funding

Tips

Use the Project Details Funding page to identify the sources used to fund a project budget and to specify the dollar amount and percentage of a fund source that is allocated to a specific project.

To access the Project Details Funding page and choose a project to work with

  1. Open the project or group of projects you want to work with in the Projects section.

  2. Click Project Details on the Projects toolbar to display the Details page.

  3. Click Funding.

  4. If multiple projects are open, choose the project you want to work with from the Select Project list.
Note: If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page, applies to the selected project only.

Fund allocations do not roll up. Edit as necessary to allow for top-down planning.

To assign a funding source, click Assign Funding Source. Choose a funding source from the list or search for a funding source, then click Assign. When finished assigning funding sources, click Close.

Note: You can assign multiple funding sources; no limit applies.

To edit an existing funding source assignment, click the funding source name link. When you've finished making changes, click Save.

To delete an existing funding source assignment, click the funding source name link. Click Remove Assignment to remove the funding source from the project.

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