Projects & budgets
Permit projects, assign positions, and understand the funding evaluation
A funding source and a project budget are connected in two stages. First, permit the project on the source. Then assign the appropriate budget positions in that project to the source.
Permit projects for a source
Open the source and expand Funded projects in the side panel. Use the edit button to search for projects or choose from recently used projects. Remove a project from the selection when it should no longer be linked, then save the list.
Permitting a project does not change any amount by itself. It determines which projects may select this funding source later in their budgets. This helps prevent the fund from being used in unrelated projects by mistake.
Assign budget positions
Next, open the budget of the permitted project. Assign the relevant cost or income positions to the funding source. The exact budget view and column depend on your organisation's budget structure.
See Project budget for more budget fundamentals.
Interpret the key figures
The detail page shows the original volume and the calculated still available amount. A bar also visualises the percentage used.
- A cost position uses the source and reduces the available amount.
- An income position is included positively.
- A negative or exhausted remaining amount is highlighted.
- On a funding group, positions from the member sources are combined.
Totals per project shows the balance for every linked project. The bars relate each project total to the initial volume. Use the project filter to limit the position list to one project.
Review linked positions
Each position displays:
- whether it is a cost or income,
- its amount and entry date,
- the associated project,
- main and sub-position,
- the budget column, where available.
The project name links directly to that project's budget tab. This is the best route for correcting an incorrect assignment or value at its source.
Why does the remaining amount differ from what I expected?
Check the following in order:
- Is the expected project listed under Funded projects?
- Is the specific budget position assigned to the correct source?
- Is the position recorded as a cost or income?
- Is the correct value in the relevant budget column?
- Is the project filter currently limiting the view to one project?
- Are you viewing a group while expecting figures for only one member source?
A project link without assigned positions does not use any money. Conversely, remove a source from a project only after its existing assignments have been resolved.
Correct the source or the project?
Change master data such as funding volume and period on the source. Correct costs, income, budget columns, and the funding assignment on the relevant budget position in the project.