> For the complete documentation index, see [llms.txt](https://docs.buildertek.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.buildertek.com/index-4/allocate-funds.md).
# Allocate Funds
Once your Funding Transactions have been created and payments have been recorded, you can begin allocating funds directly to your construction projects.
BuilderTek allows you to reserve funding from one or multiple Funding Transactions for a project. This gives you a clear view of how much funding has been committed to the project and keeps the allocation connected to the original funding source.
**Depending on your BuilderTek configuration, this allocation step may not be required.** Since BuilderTek can be customized to match your organization's funding workflow, your system may allow you to utilize funds directly against cost records or individual cost lines without first reserving funds for a project.
In this setup, you will not see the **"Reserve Funds"** option on the Project Funding screen. If your system is configured for direct utilization, you can use the funds directly from supported cost modules such as **Expenses, Payable Invoices, Contractor Invoices, or Service Requests**.
{% stepper %}
{% step %}
## Create or Open a Project
[Create a new project](/projects/project-creation.md) in BT Projects, or open an existing project to allocate funding.
Once the Project Dashboard is open, navigate to the Funding screen.
> In some BuilderTek configurations, funds do not need to be reserved or allocated to a project before they can be utilized. If your system is configured for direct utilization, you can use the funds directly from supported cost modules such as **Expenses, Payable Invoices, Contractor Invoices, or Service Requests**. If you have the configuration, the "**Reserve Funds" and "Funding Program View"** option may not be available on the Project Funding screen, and you can proceed directly to the [fund utilization process](/index-4/utilizing-funds.md) aftre creating a project.
> {% endstep %}
{% step %}
## Open the Funding Program View
On the Project Funding screen, you will find different funding views, including Cost Line and Funding Program.
Select **"Funding Program."**
This view provides a funding-level summary of the project, including funding received, reserved, and utilized, as well as other related information.
For a newly created project, these values will initially be empty because no funds have been reserved yet.
{% hint style="info" %}
The Funding Program view and funding allocation features are available to organizations with the BuilderTek Funding Module enabled.
{% endhint %}
{% endstep %}
{% step %}
## Reserve Funds
Locate and click "Reserve Funds."
A new window will open displaying the Funding Transactions available for allocation.
{% endstep %}
{% step %}
## Select a Funding Transaction
Select the fund you want to use for the project.
When selected, the fund will be highlighted in green.
The available amount that can be reserved will also be displayed next to each Funding Transaction, helping you determine how much funding can be allocated without exceeding the available balance.
{% endstep %}
{% step %}
## Enter the Amount to Reserve
The selected Funding Transaction will appear on the right side of the window.
Enter the amount you want to reserve for the project in the designated field.
Review the selected fund and amount to ensure the allocation is correct.
{% endstep %}
{% step %}
## Save the Fund Reservation
Click "**Save Reserve Funds**."
The selected amount will now be reserved for the project and reflected in the project's funding information.
The reservation will also be reflected in the related Funding Transaction, allowing your team to track how much of the fund has been committed to this project.
{% endstep %}
{% endstepper %}
## Reserve Funds from Multiple Funding Transactions
A project does not have to rely on a single Funding Transaction.
You can reserve funds from multiple Funding Transactions for the same project, depending on your funding structure and project requirements.
For example, one project may receive funding from two or more different programs or funding sources. Each fund can be reserved separately while BuilderTek continues to maintain the connection between the project and each Funding Transaction.
The Project Funding screen provides a consolidated view of the funds reserved for that project.
## What Happens After Funds Are Reserved?
Once funds are reserved, the allocation is reflected throughout the connected funding records.
You can track the reservation from:
* The Project Funding screen
* The individual Funding Transaction
* Funding Activity
* Related funding records
The reserved funds can subsequently be used to support multiple project expenses, invoices, and other eligible project costs, which is explained in the next part of this guide.
This creates a connected funding workflow:
Funding Transaction → Project → Reserved Funds → Expenses / Invoices → Utilized Funds
BuilderTek maintains these connections automatically, giving your team visibility into where each funding source is reserved and how it is ultimately utilized.
---
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