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The Details of Financial Management: Managing Allocations
Allocation object enables tracking monetary amounts allocated to a project by an account or organization for a humanitarian aid activity. This page covers:
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Managing Allocations with Amp Impact
Allocations allow an organization to allocate funding commitments to a project or grant from an Account, Opportunity, or Fund, depending on the organization’s need.
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If an organization manages inbound grants or opportunities in Salesforce, we can also link Allocations directly to a relevant grant or opportunity. |
Five fields on the Allocation object are used for this purpose:
Amount - A currency field to track the monetary amount of funds allocated
Account - A lookup field to track the organization/account that has made the allocation
Project - A lookup field to track the project to which the allocation has been made
Fund - A lookup field to track the fund from which the allocation has been made
Status - A picklist field that indicates the status of the allocation (Applied For, Committed, Rejected)
Allocation object also augments the IATI reporting functionality of Amp Impact. Refer to the IATI User Guide for more detailed information.
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The Amount value of an Allocation that has a status of |
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“Applied For” will be added to the Amount Applied For field value on the Fund object and the Amount value of an Allocation with a status of |
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“Committed” will be added to the Amount Committed field on the Fund object. |
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