Allocating funds for stand-alone programs and projects

A stand-alone program or project is not linked to a parent plan. When you create a budget for a stand-alone program, the budget reflects costs that are associated with the program and any costs that are associated with any projects that are linked to the program.

About this task

Note: For stand-alone programs, the fiscal year is assumed to be the current year that is defined by the system clock.

To allocate funds for stand-alone programs and projects, complete the following steps.

Procedure

  1. Navigate to the Budget tab for the stand-alone program or project.
  2. Allocate money directly in the total budget row at the top of the table.
    Note: This row is only editable for stand-alone programs and projects. Linked programs and projects have a read-only total budget row because they receive funding from parent objects.
  3. Click line items (Page with pencil image) and add line items as needed. For more information, see Adding and editing line items.
  4. Enter a budget amount for each week, month, or quarter.
  5. Click Save and Finish to return to the Budget tab.

    The system populates total budget row at the top of table with the information you entered.