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  3. How to Allocate Funding In Fund Allocation

How to Allocate Funding In Fund Allocation

In this guide, we will show you how to allocate Funding in Fund Allocation.

Access: The minimum permissions required to complete the Fund Allocation are found in the Finance Module of Config>Setup>Roles & Permissions.

Roles and Permissions

Pre-requisites: In order to complete Fund Allocation the required Financial Year must be set up and opened.

Related Guides:

To begin, go to Module>Finance>Budgeting>Fund Allocation


Select the Fund which requires allocating.

Select Fund

Click +Increase Allocation or Decrease Allocation as required.


Complete the allocation fields as required.

Allocation Fields

If you are required to Apportion the funding for CFR enter the values for Apportionment against the relevant CFR Codes.


Click Save.


Confirm with Yes or Cancel.


Click Cancel to close the page.


Totals on the Fund Allocation page will reflect the Increase or Decrease.


To review the History of the Fund Allocation select the Fund you wish to review.

Select Fund

This will expand the History pane.

History Pane
Updated on September 25, 2023

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