Allocations

The Allocations tab enables you to record and view details regarding money allocated to the project over the years. The field in the top section of this tab defines the data that displays.

Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on capital project ID, description, capital project type ID, capital project status ID, capital program ID, and capital priority ID, among other values.

Detail View Header

Capital project ID

Identifier of the capital project currently displayed in the grid or that you are defining. Maximum field length is 30 characters. May include some special characters (such as an ampersand: &). This field has a list box. The project description displays to the right of the ID. This field is required.

Note: If auto-numbering is enabled, a project ID is generated automatically when a project type is entered. Automatic numbering for project types is activated on the Basic Info tab of the Data -> Equipment Management -> Capital Planning -> Setup -> Capital Project Types screen.

Detail View

Project details and money allocated through years

Delete

If this field has a check, the entire row is deleted when you click Save.

Year

Year (in YYYY format) that the money was funded.

Year type

Type of year. This field has a list box.

CALENDAR (e.g., 2012, 2014)
FISCAL
SEQUENCE (e.g., 1, 2, 3)

Amount funded

The amount funded. Defaults to 0 (zero). The field is formatted as 12 numbers before the decimal and two after it. The amount entered must be greater than or equal to zero.

Amount available

The amount available. Defaults to 0 (zero). The field is formatted as 12 numbers before the decimal and two after it. The amount entered must be greater than or equal to zero.

Amount used

The amount used. Defaults to 0 (zero). The field is formatted as 12 numbers before the decimal and two after it. The amount entered must be greater than or equal to zero.