Allocate Funds to Projects - EcoSys - 4.11 - Help - Hexagon

EcoSys Portfolios Help (4.11)

Language
English
Product
EcoSys
Subproduct
Portfolio
Search by Category
Help
EcoSys Standard Version
4.11

Follow the procedure below to view a selected project and allocate one or more funds to projects.

  1. Click the Allocate by project tab. The available funds appear in the Allocate by Project Register panel.

    SHARED Tip You can customize the view of the Allocate by project Register panel from the View Settings.

  2. Click the hyperlink in project ID. The Allocate by project Details panel appears.

  3. Click the Allocation tab.

    By default, the project name of the selected project ID appears in the project ellipsis. To change the default fund name, click the project ellipses and select the required project name.

  4. On the Allocation tab, click the Insert Row icon to add a new row.

  5. Click the Fund ID ellipsis to select the required fund.

  6. (Optional) Type the amount to be allocated in Allocation.

    If the Allocated amount is greater than the Total Funding Amount, it appears with a red background.

  7. (Optional) Select the Allocation Date.

    Allocation date is highlighted in red if the Allocation Date is less than the fund Start Date or greater than the fund End Date. By default, the system assigns the current date if you did not specify the allocation date.

  8. Click SAVE.

  9. The values in the Fund Name and Allocation ID auto-populate.

  10. On the Allocate by project Register tab, click the Refresh icon to view the updated fund allocation details.

    Click the Delete Row(s) icon to delete an existing row.