Enable Funding Sources for Projects

Enable project level funding sources settings to grant project teams access to portfolio capital tracking tools. Activating this setting surfaces the Funding Sources and Funding Rules tabs in project level contract management tools and displays funding columns on Schedule of Values (SOV) line items. Enabling these workflows connects project commitments directly to company capital origins for automated drawdown tracking.

• Required User Permissions on the company's Funding Sources tool.

• Additional Information:

  • Enabling this setting adds the Funding Sources and Funding Rules tabs to the Prime Contracts tool on all projects and displays the Funding Source column on SOV tables.

  • Project level funding features require capital sources to be created and allocated at the company level before project teams can assign rules to contract line items.

  • Toggling off this setting hides project-level funding tabs and SOV columns across all projects without modifying or deleting underlying allocation data.

1. Navigate to the company's Funding Sources tool.

2. Click the Configure Settings icon.

3. Mark the checkbox next to Enable Funding Sources at the Project Level.

4. Click Save Changes.