Editing Eligibility Allocations

Purpose

Recent updates to the eligibility allocations experience help users review and resolve reallocation warnings and edit funding amounts directly from the eligibility allocations screen. The updates surface over- and under-allocation issues clearly, allow inline editing of funding amounts without opening a separate dialog, and make autobalance optional rather than required before saving a draw.

Key Features

Reviewing and Resolving Reallocation Warnings: When a reallocation creates an over- or under-allocation, Built surfaces a Review Issues banner and warning indicators on the affected tabs so users can locate and fix the imbalance.
Inline Editing of Funding Amounts: Edit funding amounts directly on the eligibility allocations screen without navigating away or opening a separate dialog.

Target Users

Users managing draws and allocations, handling reallocation warnings, and editing funding amounts directly.

How It Works

Reviewing and Resolving Eligibility Allocation Warnings

If users reallocate funds across multiple uses, Built surfaces a warning to review eligibility allocations and prevent over- or under-allocation.

Reallocate funds (for example, move $100,000 from Contingency to Hard Costs).
Figure 1. Edit the draw on the Details tab and enter the reallocated amount in the Current Draw Request column.
Click Save.
If there is an issue, a warning will surface to review eligibility. A red Review Issues banner and warning triangles will appear on the affected tabs.
Figure 2. After saving an unbalanced draw, Built surfaces a "Review Issues" button and red warning indicators on the Sources & Uses and Disbursements tabs.
Click Review Issues (or the Eligibility Allocations tab) to open the eligibility allocations.
Look for the Remaining to Allocate field, which will highlight any over- or under-allocated amounts.
Figure 3. The Eligibility Allocations screen highlights over-allocated amounts in the "Remaining to Allocate" column (e.g., -$100,000.00 for Contingency).
Edit the allocations to resolve the warning (for example, allocate the $100,000 to the correct line item).
Once all items show green check marks, click Save.
Figure 4. A green "Eligibility rules saved" confirmation appears once all allocations are balanced.

Editing Funding Amounts on the Eligibility Allocation Screen

Users can now edit funding amounts directly from the eligibility allocations screen, without navigating away or opening a separate dialog.

On the Eligibility Allocations screen, click Edit.
Figure 5. The Eligibility Allocations screen. Click the blue Edit button in the top right to enable in-line editing of funding amounts.
Enter the new funding amount for each relevant line item (for example, $1,000,000 for Hard Costs, $20,000 for Financing Costs).
Click Save.
If the Draw Amount Remaining column appears, allocate the remaining amount to a source.
Once all allocations are correct, green check marks will appear.
Figure 6. Funding Amount fields are editable per source (Senior Construction Loan and Sponsor Equity). Green check marks on each row confirm allocations are balanced.
Click Save to finalize.

Benefits

Faster identification and resolution of over- or under-allocated funds through clear warnings and indicators.
Less time spent navigating between screens — funding amounts can be edited directly from the eligibility allocations screen.
More flexibility in the draw workflow: autobalance is no longer required before saving a draw.
Greater confidence at submission, since green check marks clearly confirm balanced allocations.

FAQ

What happens if I save an unbalanced draw?

The draw is saved, but any imbalances must be resolved before final approval or funding.

What does the "Remaining to Allocate" warning mean?

It indicates that funds are over- or under-allocated and need to be adjusted to match the sources and uses.

Can I edit funding amounts after saving?

Yes — funding amounts can be edited directly from the eligibility allocations screen at any time.

What do green check marks indicate?

Green check marks mean all allocations are balanced and correctly assigned.

What should I do if I see an over-allocation warning?

Click Review Issues, adjust the allocations, and ensure all items are balanced.

Is autobalance still available?

Yes — but it is no longer required before saving a draw.