Monitoring - Monitor a Current Allocation

To start monitoring a current allocation click the Monitor Current Allocations item in the left hand Actions menu under Borough Key Financials.

Choose the type of monitoring you want to enter (i.e. Bi-monthly or Ad-Hoc). Please note Bi-Monthly can only be entered in May, July, September, October, December and February.

Click on the structure’s name that you wish to monitor.

To view the previous years monitoring click the closeout results link.

Enter the monitoring data in the grid provided. Include future year’s figures or select the check box for Scheme will be completed this financial year. Also include a retention amount and a reason for variance if the cost profile or milestone dates have changed.

The previous monitoring is also displayed if available.
Click the Submit button to enter the monitoring.