This procedure enables you to create a new fund request. Once the new fund request is created, a log entry appears in the Fund Request Log panel and the status of the fund request becomes Open.
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Navigate to Projects > Project Fund Requests.
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Click the Actions list, select Create Fund Request.
The Create Fund Request dialog box appears.
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Type the required Fund Request Name.
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Click the Fund Request Type ellipsis and select the required fund type. The available fund types are:
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Approval to Spend: Select this if the project has funds allocated previously.
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Additional: Select this if the project does not have sufficient funds allocated or no funds are allocated.
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(Optional) Type a Comment.
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Click the Run button. The Create Fund Request confirmation dialog box appears.
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Click the OK button. In the Fund Request Register panel, the new fund request appears and the Fund Request Status is Open.
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To view the log entry, click the Log tab.
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To view the status of the risk, click the Fund Request Register tab.
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