> 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/funding-views.md).
# Funding Views
## Understanding Funding Views
BuilderTek gives you multiple ways to view and track funding activity. Instead of relying on a single funding screen, you can look at the same funding information from different perspectives depending on what you need to review.
There are three primary funding views:
1. Fund View – Understand the complete financial position and history of a specific fund or review all funds together.
2. Project View – Understand how funding is reserved and utilized within a specific project.
3. Cost-Level View – Understand how funding is being applied to individual costs such as Expenses, Payable Invoices, and other supported cost records.
Together, these views provide visibility from the source of the funds → the project → the individual cost.
***
## Fund View
The Fund View provides the most comprehensive view of a Funding Transaction.
You can access the detailed Fund View by opening a specific Funding Transaction from the Manage Program Funds dashboard.
This view allows you to understand the complete lifecycle of the fund, including how much was awarded, received, reserved, utilized, and remains available.
#### What You Can Review
The Funding Transaction Record provides four primary views:
* Overview
* Payments
* Allocations
* Activity
#### Overview
The Overview provides a snapshot of the fund's current financial position.
You can review:
* Funding Position
* Funding by Project
* Receipt Position
* Recent Activity
* Amount awarded
* Amount received
* Amount reserved
* Amount utilized
* Amount available
The visual funding charts and summaries make it easy to understand the current position of the fund without reviewing individual transactions.
#### Payments
The Payments view provides the complete history of money received against the fund.
You can see each installment, including details such as:
* Payment amount
* Date received
* Payment method
* Payment history
This is particularly useful when funding is received in multiple installments.
#### Allocations
The Allocations view shows where the fund has been allocated across projects.
You can review:
* Projects using the fund
* Amount reserved for each project
* Amount utilized by each project
* Allocation details within individual projects
You can expand individual project records to drill further into the funding activity without leaving the Fund View.
#### Activity
The Activity view provides the complete history of the Funding Transaction.
It records important events such as:
* Funds awarded
* Payments received
* Funds reserved
* Funds released
* Funds utilized
The activity is also color-coded, making it easier to understand the type of transaction at a glance.
#### When to Use the Fund View
Use the Fund View when you want to answer questions such as:
* How much funding did we receive?
* How much has been allocated?
* Which projects are using this fund?
* How much has been utilized?
* How much is still available?
* What happened to this fund over time?
***
## Project View
The Project View provides a funding perspective from within an individual Project.
Instead of starting with a Funding Transaction, you start with the project and see all funding associated with that project.
#### How to Access
Open the relevant Project and navigate to the Funding screen.
The Project Funding screen provides a consolidated view of the funds reserved and utilized for that project.
#### What You Can Review
From the Project Funding screen, you can review:
* Funding Transactions reserved for the project
* Amounts reserved
* Amounts utilized
* Available funding
* Project costs connected to funding
* Funding activity
* Cost-level funding information
This view is particularly useful when you want to understand how the project is being funded, regardless of which Funding Transaction the money came from.
#### Funding Cost Line View
Within the Project Funding screen, the Cost Line View provides the funding-level perspective of the project.
You can see the funds associated with the project and track how those funds move from reserved → utilized.
The Project View also serves as the central place for managing funding against project costs.
From here, you can:
* Reserve funds
* Utilize funds
* Release reserved funds
* Select Expenses
* Select Payable Invoices
* Select Contractor Invoices
* Fund multiple costs together
#### When to Use the Project View
Use the Project View when you want to answer questions such as:
* How much funding is available for this project?
* Which funds have been reserved?
* How much has this project utilized?
* Which project costs have been funded?
* How much funding remains available for this project?
***
## Cost-Level View
The third way to review funding is directly from the cost record.
BuilderTek connects funding information to individual cost modules, allowing you to see how funding has been applied to a specific Expense, Payable Invoice, Contractor Invoice, or other supported cost record.
#### How to Access
Open the relevant cost record from its module or through the Project's Quick Links.
For example:
Project → Quick Links → Expenses → Select Expense → Funding
The same principle applies to other supported cost modules.
#### What You Can Review
From the Funding section of a cost record, you can see the funding associated with that specific cost.
Depending on the cost module, you can review:
* Funding Transaction used
* Amount reserved
* Amount utilized
* Individual cost lines
* Amount funded against each line
* Remaining amount
* Funding activity
This provides a much more detailed view than the overall Project Funding screen.
#### Cost-Level Control
The Cost-Level View is also where you can manage funding at an individual cost or line level.
For example, within an Expense Record, you can:
* View the funds associated with the expense
* Utilize a reserved fund
* Utilize funds against an individual line
* Apply a partial amount
* Release reserved funds
This gives your team granular control over how funding is applied to individual project costs.
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://docs.buildertek.com/index-4/funding-views.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.