View Budget Allotments

Modified on Tue, 29 Oct at 6:11 AM

The 'Allocated Items' tab in the 'Budget-Schedule Allocation' screen provides a detailed view of budget allotments linked to the 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.

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