View Budget Allotments

Modified on Tue, 13 Jan at 4:39 AM

The 'Allocated Items' tab in the 'Budget-Schedule Allocation' screen provides a detailed view of budget allotments from any selected budget line items to the respective schedule tasks.

To view the linked budget items and allotted funds

Open the management console of the project
Click the app launcher , then select 'Finance.'
Click 'Budget' on top, then select 'Budget-Schedule' from the left
Open the 'Allocated Items' tab

The upper pane shows the budget line items from which funds are allotted to different scheduled tasks.

Select a line item to view the list of its relevant tasks to which the funds are distributed from it

The lower pane shows the list of schedule items to which the funds are distributed from the selected budget line item with their details.

Search, filter, and sorting options

Use the 'Search' box located at the top left to find a template 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, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:

Hover over a column header and click the icon to sort the rows in ascending or descending order of entries in that column

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