Working With the Project Funds Page

On the Project Funds page, you can add funds for the open project and define its properties. You can also specify how much of the fund is appropriated for specific work and how much is consumed to complete work. Here you can also appropriate and consume funds that are allocated to the project from workspaces.

Two views are available on the Project Funds page: Status and Time Phase.

The Status View

The Status view shows all funds available to the open project and lets you work with their general settings. This is the view to use if you want to quickly set up a fund, view all funds available to the project, or quickly edit fund properties.

The Time Phase View

The Time Phase view lets you work with funds over time. When you create a fund in a project, you can use the Distribution Type field to specify when portions of the fund are distributed. If you choose one of the time-phased options—monthly, quarterly, or yearly—then you can specify how much money from the fund can be used each time period in the Time Phase view.