Revise Fund Allocations to Tasks

You can easily modify and redistribute funds allocated from a budget item to scheduled tasks at any time before the work actually begins in the field. If you need to make changes, you can fully revert previously allotted funds back to the original budget.

• The system instantly adds the reverted amount back to the budget line's available balance, updating the total, associated quantities, and the breakdown across cost types like materials, labor, and equipment.

• These restored funds can then be reassigned to the exact same task if you simply need to adjust the values.

• The funds can also be distributed to entirely different tasks, providing the flexibility needed to adapt to evolving project requirements.

To reallocate funds

• Ensure you are in the Budget Allocation screen of the project. If on a different screen:
  • Click the app launcherand select 'Finance'
  • Click 'Contract' on top, then select 'Allocate' from the left
• Select the budget line item from the upper pane to view the tasks funded by it in the lower pane

• Click 'Delink' in the row of the schedule item from which you want to fully revert the funds to the budget

Reminder: You cannot revise the allocated amount for a task once the progress has been recorded in the scheduler.

• Repeat the process to revert funds from multiple schedule items. 

You can now reallocate these restored funds to the same tasks or distribute them to new ones. The process follows the exact same steps as your initial allocation. See Allocate Funds to Work Items for guidance.

Search, filter, and sorting options
Use the 'Search' box located at the top left to upper or lower pane to find a budget line or the task item using any value from the table as search criteria 
Right-click the column header and customize the display and order of the columns as you wish 
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
Customize Columns in List Views
Filter Options in List Views
Group and Organize Items in a List View
Manage Custom List Views
Hover over a column header and click the icon to sort the rows in ascending or descending order of entries in that column
View Groups and Subtotals
You can get totals and subtotals of numerical data for any selected set of records by grouping and applying nested grouping. Use the  icon at the top right to organize the data by column headers
The system automatically aggregates relevant numerical values, giving a structured breakdown and a clear view of the grand total distribution. See Group and Organize Items in a List View for more details
Download as Excel Sheet
Click the 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