Assigning Funding to Items

A fund package groups multiple funding sources for one or more items in a cost estimate, project, or contract. It makes it easy to identify a single grouping that contains complete funding allocations for items.

Cost estimates and projects may contain one or multiple fund packages. Each item in the cost estimate or project is assigned to a single fund package, which provides all the funding necessary for that item.

The Project Funding Assignment component allows you to assign project fund packages. To access the Project Funding Assignment component, click the Funding: Assign to Items Quick link on the Project Summary.

The Project Funding Assignment component contains two vertical lists. The left side of the component contains a row with fund package assignment settings for All Project Items, a list of rows with settings for each category in the project, and subsequent rows with settings for each item within a category.

Note: Categories can only be expanded to display a list of items that can be funded individually if the Funding Assignment Method agency option is set to allow funding at the item level. This agency option also controls whether new items are automatically assigned the same fund package as their parent category.

Each category row displays the Category ID and Description. Expand a category row to view a list of all items in the category. Each item row contains current values for these fields:

The right side of the component contains a list of fund packages for the project. The information in this list is for reference only and cannot be changed. Each fund row displays the Fund Package, Description, and the number of funds in the package. Expand a fund package row to display rows for each fund included in the package. Each fund row contains current values for these fields:

Each fund package in the list on the right side of the component is labeled alphabetically, beginning with the letter A. These labels correspond to the fund package assignment settings in the rows for the project, categories, and items on the left side of the component.

Each item row contains letter indicators for the fund packages in the project, and an indicator labeled None. The project and category rows also include a Mixed indicator. For example, if a project contains three fund packages, each item row would contain indicators for None, A, B, and C. The All Project Items row and each category row would contain indicators Mixed, None, A, B, and C.

The system automatically selects the Mixed indicator for the All Project Items row and on the category row when items in the category are assigned different fund packages. The system initially selects the None indicator for all categories and items that have not been assigned a fund package.

To assign a fund package to an item or change the current assignment, expand the appropriate category row. Locate the item in the list, and select the letter indicator for fund package you want to assign.

To assign all the items in a category to the same fund package, select the appropriate letter indicator on the category row. The system automatically selects the same indicator for all item rows for that category.

To assign all the items in the project to the same fund package, select the appropriate letter indicator on the All Project Items row. The system automatically selects the same indicator for all item and category rows for the project.

When you are finished, click the Save button. The system displays a message to confirm that your changes were saved in the database.