Assigning Funding to Cost Estimate 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 Cost Estimate Funding Assignment component allows you to assign cost estimate fund packages. To access the Cost Estimate Funding Assignment component, click the Funding: Assign to Items quick link on the Cost Estimate Summary.

Note: When a cost estimate is associated with a:
- Proposal or project, the cost estimate follows the workflow for that proposal or project. You can view, add, or edit cost estimates associated with a proposal or project if your system administrator has provided workflow phase rights to your user role.
- Proposal, any cost estimates for projects associated with the proposal are automatically set to inactive.

The Cost Estimate Funding Assignment component contains two sections: Cost Estimate Item Funding and Typical Section Item Funding. For both sections, the list on the left allows you to specify fund package assignment settings for all cost estimate items or typical section items, items by category, and individual items. You can view or change information in these fields:

If your agency has set the Funding Assignment Method agency option to allow funding at the item level, you can expand categories to display the list of items that can be funded individually. This agency option also controls whether new items are automatically assigned the same fund package as their parent category.

For both sections, the list on the right displays the fund packages for the cost estimate. This list is for reference only and cannot be changed. 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 cost estimate, categories, and items on the left side of the component.

Each item row contains letter indicators for the fund packages in the cost estimate, and an indicator labeled None. The cost estimate and category rows also include a Mixed indicator. For example, if a cost estimate contains three fund packages, each item row would contain indicators for None, A, B, and C. The All Cost Estimate 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 Cost Estimate 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 the 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 cost estimate to the same fund package, select the appropriate letter indicator on the All Cost Estimate Items row. The system automatically selects the same indicator for all item and category rows for the cost estimate.

Click the Save button when you are finished.