View Budget Allocations for Tasks

The 'Allocation Log' screen provides general contractors with a detailed and intuitive overview of cost allocations linked to tasks and work items scheduled for execution throughout the project lifecycle.

• Budget Insights: View the portions of budget line items allocated to planned tasks, ensuring a clear understanding of financial distribution.
• Timeline Visibility: Track the planned timelines for upcoming task executions and anticipate cash flow requirements with confidence.
• Change Order Tracking: Review scheduled change orders and their associated costs, seamlessly integrated from approved estimates.

This comprehensive tool empowers you to stay informed, anticipate financial needs, and manage project finances with precision and efficiency.

To view the budget allocations

• Open the management console of the project
• Click the app launcher then select 'Finance.'
• Click 'Budget' on top, then select 'Allocation Log' from the left

• Outline - The WBS-based serial number of the task item in the master schedule.
• Cost Code - The cost code linked to the budget line item funding the task.
• Task Name - The name of the task as listed in the master schedule.
• CO# - CO Name - If the task item is added through a change order, it shows the serial number and the title of the change order.
• Planned Start - The scheduled start date of the task.
• Planned End - The scheduled completion date of the task.
• Allocated Amount - The total budget allocated to the task, inclusive of the GC's profit.
• Total Budgeted Amount - The overall budget of the line item in the project budget, including the GC's profit.
• Contractor - The contractor assigned to execute the task.

Search and filter options:
Use the 'Search' box located at the top left to find any project using any value from the table as search criteria 
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.