Revise Estimate Allocations

The allocation of funds from a estimate line item to relevant tasks can be easily redistributed as needed:

• Revert Allocations: Funds previously allotted to a task can be reverted back to the original estimate line item.
• Automatic estimate Update: Once reverted, the amount is added back to the available balance of the estimate line item, instantly updating the total.
• Flexible Reallocation: The restored funds can then be reassigned to the same task or redistributed to other tasks, ensuring flexibility to adapt to changing project requirements.

To reallocate funds

• Ensure you are in the Estimate Allocation screen of the project. If on a different screen:
  • Click the app launcherand select 'Finance'
  • Click 'Estimates' on top, then select 'Allocate Estimates' from the left
• Select the estimate line item to view and distribute its funds

Note-You cannot revise the allocated amount for a task once it is in progress and progress has been recorded in the scheduler.

The lower pane shows the tasks with their share of fund allotments

• Click 'Delink' in the row of the schedule item from which you want to revert the funds to the estimate line item
• Repeat the process to revert funds from multiple schedule items. See Allocate Funds from Estimate to Scheduled Tasks for more details on allocating an estimate line item.