Allocating funds
A parent plan, program, or project allocates funds down to individual child programs and projects that are contained within it. Plans fund programs, programs fund projects, and projects fund subprojects.
About this task
Add and edit allocations on the parent Budget tab. Begin by allocating money to a plan. Then, allocate down the program, project, subproject hierarchy that uses the same procedure.
Note: The "parent" object is the plan, program, or project from which you are allocating funds. A
"child" object is the next level down in the plan, program, project, subproject hierarchy. For
instance, if you allocate from a program to a project, the program is the parent object and the
project is the child object.
Procedure
What to do next
To continue funding, click a child object in the Total Costs table to navigate to its Budget tab. Repeat the process by allocating funds from the new object to its child objects.
Note: To link additional parent and child objects, use the Summary tab. Then,
return to the Budget tab to allocate funds to the new child objects.