View Fund Allocation Log

The 'Cost Loaded Schedule' screen, provides a comprehensive view of how your project budget is distributed across your scheduled tasks and deliverables. This unified view ensures you can easily track the exact financial allocations tied directly to your project timeline. You can view:

• Fund allocations for all baseline tasks and deliverables originating from your primary project budget.
• New scheduled work items that have been added as a result of approved Change Orders.
• Individual line items from your Change Order work cost estimates, which automatically map to the project schedule and appear seamlessly alongside your original scope.

To view the linked contract items and allotted funds

• Click the main menu icon at the top-left of your screen.
• Click 'Owner Contract' (GC) or 'Contract' (if you're and SC or a stand-alone contractor) under the 'Finance & Controls' section in the drop-down menu.

Tip: Press and hold the 'Cmd' (Mac) or 'Ctrl' (Windows) key on your keyboard while clicking to open the module in a new browser tab.

• Select 'CLS' on the left

The the list shows all tasks and deliverables with their schedule details and the funds allocated with default columns. Right-click on the table header to add more columns or remove existing columns as required.    

• Task ID - The system-generated alphanumeric code for the task used internally by various modules in the platform
• Cost Code - The unique identifier tracking specific project costs. It is generated automatically once a scheduled task's funding is fully finalized. 
• Task Name -The descriptive label of the task, activity, or cost item as in the project schedule.
• CO Name -  If the item is inherited form the change order, the column shows the serial number and title of the change order
• Planned Start -  The scheduled commencement date of the task. 
• Planned End -  The completion date of the task. 
• Status: Indicates whether the funding is finalized.
  • Draft: The amount is reserved from a relevant budget item but has not yet been finalized.
  • Linked: The funding amount is fully finalized.

• Allocated Value -  The actual amount assigned to the cost item 

• Total Budget - The total amount of the budget line item, that funds this task.

Search, Filter, and Sorting Options
Click the magnifier icon and use the 'Search' box located at the top left to find an entry using any value from the table as search criteria 
Click any column header to sort the rows in ascending or descending order based on that column's data.
Click the cog wheel icon at the top right to adjust the display density and customize the display and order of the columns 
The options at the top left allow you to filter the entries, create nested groups of entries, highlight cells and manage personalized and customized views of the table. Use the links below to learn more:
Customize Columns in List Views
Filter Options in List Views
Highlight Cells in List Views
Group and Organize Items in a List View
Manage Custom List Views
Download as Excel Sheet
Click the 'Download' button at the top right to save a local copy of the list in Excel format for sharing and record-keeping. See Download List Views and Logs in Excel Format for more details