Revise Fund Allocations to Tasks

The allocation of funds from a contract line item to relevant tasks can be easily redistributed as needed:

• Revert Allocations: Funds previously allotted to a task can be reverted back to the original contract line item.
• Automatic Update: Once reverted, the amount is added back to the available balance of the contract line item, instantly updating the total.
• Flexible Reallocation: The restored funds can then be reassigned to the same task or redistributed to other tasks, ensuring flexibility to adapt to changing project requirements.

To reallocate funds

• Ensure you are in the Contract 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 contract line item to view and distribute its funds

Note-You cannot revise the allocated amount for a task once it is in progress and progress has been recorded in the scheduler.

The lower pane shows the tasks with their share of fund allotments

• Click 'Delink' in the row of the schedule item from which you want to revert the funds to the contract line item
• Repeat the process to revert funds from multiple schedule items. See Allocate Funds to Work Items for more details on allocating a contract line item.

Search, filter and sort options:
Use the 'Search' box located at the top left to find an item using any value from the table as search criteria
Hover over a column header and use the sort icon to sort the table in ascending or descending order of the entries in that column
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, 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
Manage Custom List Views				
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.