> 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/utilizing-funds/utilize-funds-holistically-from-project.md).

# Utilize Funds Holistically from Project

BuilderTek also allows you to utilize reserved funds directly from the Project Funding screen, without opening each Expense, Payable Invoice, or Contractor Invoice individually.

This is the holistic funding approach. Instead of funding one cost record or one cost line at a time, you can select multiple costs across the project, review them together, and utilize a Funding Transaction against all selected lines in one workflow.

This is particularly useful when you need to fund several project costs at once and want to manage them from a single consolidated view.

## Project-Level Funding

{% stepper %}
{% step %}

## Open the Project Funding Screen

Open the Project where funds have already been reserved.

![](/files/968ac9e7db2e7fa8eb913629beda86d0e4f556ff)

Navigate to the Funding screen and make sure you are viewing the project funding information.

Here, you will find the project's associated cost modules, including:

* Expenses
* Payable Invoices

Each cost record and its associated lines can be selected directly from this screen.
{% endstep %}

{% step %}

## Select the Costs to Fund

Use the checkbox next to the cost record or line you want to fund.

![](/files/f0c28c3fad85877461a5b35c8dbe7fd6590e72cd)

You can select individual costs or select the Expenses, Payable Invoices option to work with multiple associated lines at once.

This allows you to select costs across different records and prepare them for funding from one screen.

Once you have selected the costs you want to fund, click "Utilize."
{% endstep %}

{% step %}

## Select the Funding Transaction

A new window will open displaying the Funding Transactions that have been reserved for the project.

![](/files/448ca86144bfb29d34f076f51a1586c711fe7bae)

Select the fund you want to use for the selected project costs.

Click "Continue."
{% endstep %}

{% step %}

## Review the Selected Lines

BuilderTek will now display a consolidated view of all the lines you selected.

![](/files/be380a4226de68b7d8ff72c7ac5c651ccfe172bc)

The selected costs will be organized according to their respective records, including Expenses, Payable Invoices, Contractor Invoices, and other applicable project costs.

Review the list carefully.

You can:

* Keep the lines you want to fund
* Unselect lines you do not want to include
* Review the individual costs before proceeding
* Check the Total To Use Amount

Make sure only the costs you want to fund remain selected.

Once your selection is complete, click "Fund 8 Lines."

{% hint style="info" %}
The number will reflect the total number of lines you are about to fund.
{% endhint %}

The funding activity will be reflected across the connected records and the Project Funding screen.
{% endstep %}
{% endstepper %}

## Review the Project Funding

Once the holistic funding process is complete, you can return to the Project Funding screen to review the updated amounts.

![](/files/1b73f2d5279b053f48e56c2a47e393c8aefb42a1)

![](/files/cb89e0287bce5fd6f74f7ea381188ec458a6b9c4)

The selected costs will now reflect their updated utilized amounts, while the Funding Transaction will also reflect the corresponding change in its available balance.

## Why Use Holistic Funding?

Project-level funding is especially useful when you have multiple costs ready to be funded and want to avoid opening each record.

Instead of:

Expense → Funding → Utilize

You can manage the process directly from:

Project → Funding → Select Costs → Utilize → Fund Lines

This gives your team a faster, consolidated way to manage funding across the entire project while maintaining the individual cost-level records and funding history.


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