Allocating a Budget for a Person 

  1. Select the object type Person.
  2. In the Object ID field, select the person for whom the budget is to be allocated.

    3. You can use a search function to find the person.

  3. Choose Check.

    4. The funds required are displayed in the Allocation Periods box. The color of the traffic-light icon indicates whether or not sufficient budget has been assigned for the entire allocation period.

  4. In the Allocation Periods box, enter the allocation period and the amount of budget assigned.

    5. To propose default values for a financing assignment, choose  ( Financing Wizard).

  5. Choose Check.

The traffic-light icon changes to reflect the amount of budget assigned:

 Not enough budget has been assigned to finance the person.

 The budget assigned exceeds the funds required.

 The person is adequately financed.
  1. Allocate the appropriate budget until the traffic-light icon turns green ().
  1. Choose Check.
  2. To save the financing assignment, choose .