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Request funds for a project

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Request funds for a project

Request funds for your project investment to work on project activities and meet the business goals.

Before you begin

You can request funds for your project if the following conditions are true:
Note: When you create a project from a demand, the demand investment and its fund details are copied from the demand investment to the project investment.

Role required: it_project_manager

About this task

If you have added cost plans to your project, you can refer the total planned cost displayed on the column header of each period to determine the amount to request.

Procedure

  1. Navigate to Project > Projects > Project Workspace.
  2. Click a project for which you want to review or manage funds.
  3. On the Project Workspace, click the Financials tab.
  4. Click the Funds tab.
    The Funds list shows funding sources if you have previously requested funds from them for your project.
  5. Click the Request from New Source link.
    1. Select a funding entity type from the Source Type list.
    2. Select a funding entity from which you want to request funds from the Source list.
      Note: The investment owner of the selected source populates on the Investment Owner field. You cannot change the owner.
    The funding source is added in the Funds list.
  6. In the Funds list, specify the amount under the Requested CapEx and Requested OpEx columns of the funding sources from which you want to request funds.
    The state of all updated funding sources changes to Draft, indicated as highlighted cells.
  7. Click Request.
  8. (Optional) Review and confirm your requests on the Confirm request dialog box.
  9. Click Request.
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