Open topic with left hand navigation

Adding a Budget Allocation

You can add a budget allocation to a cost account, transfer, scope document, revenue contract, or cost event line items of type 'Revenue'.

Note: You cannot manually add budget allocations to cost event line items of type 'Both'. This is because Proliance automatically synchronizes budget and cost allocations in this case. For more information, see "Synchronizing Budget Allocations".

 To add a budget allocation

1. Open the document to which you want to add the budget allocation.

2. Depending on the document with which you are working, click either of the Budget Line Items, Cost Line Items, or Line Items pages and then click Edit.
3. Above the grid of allocations, click Add, Add Budget Line or Add Row.

Proliance adds a new budget allocation to the grid.