--- title: "Editing Eligibility Allocations" slug: "editing-eligibility-allocations" updated: 2026-05-01T18:27:56Z published: 2026-05-01T18:27:56Z canonical: "help.getbuilt.com/editing-eligibility-allocations" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.getbuilt.com/llms.txt > Use this file to discover all available pages before exploring further. # 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** 1. **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. 2. **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. 1. Reallocate funds (for example, move $100,000 from Contingency to Hard Costs). ![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(706).png?sv=2026-02-06&spr=https&st=2026-11-07T19%3A29%3A25Z&se=2026-11-07T20%3A29%3A25Z&sr=c&sp=r&sig=dqqOf1iXZAxM777c0OCwhbqkkPKLb5xL49wd1jRr0K0%3D) Figure 1. Edit the draw on the Details tab and enter the reallocated amount in the Current Draw Request column. 2. Click **Save**. 3. 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. ![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(707).png?sv=2026-02-06&spr=https&st=2026-11-07T19%3A29%3A25Z&se=2026-11-07T20%3A29%3A25Z&sr=c&sp=r&sig=dqqOf1iXZAxM777c0OCwhbqkkPKLb5xL49wd1jRr0K0%3D) Figure 2. After saving an unbalanced draw, Built surfaces a "Review Issues" button and red warning indicators on the Sources & Uses and Disbursements tabs. 4. Click **Review Issues** (or the **Eligibility Allocations** tab) to open the eligibility allocations. 5. Look for the **Remaining to Allocate** field, which will highlight any over- or under-allocated amounts. ![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(708).png?sv=2026-02-06&spr=https&st=2026-11-07T19%3A29%3A25Z&se=2026-11-07T20%3A29%3A25Z&sr=c&sp=r&sig=dqqOf1iXZAxM777c0OCwhbqkkPKLb5xL49wd1jRr0K0%3D) Figure 3. The Eligibility Allocations screen highlights over-allocated amounts in the "Remaining to Allocate" column (e.g., -$100,000.00 for Contingency). 6. Edit the allocations to resolve the warning (for example, allocate the $100,000 to the correct line item). 7. Once all items show green check marks, click **Save**. ![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(709).png?sv=2026-02-06&spr=https&st=2026-11-07T19%3A29%3A25Z&se=2026-11-07T20%3A29%3A25Z&sr=c&sp=r&sig=dqqOf1iXZAxM777c0OCwhbqkkPKLb5xL49wd1jRr0K0%3D) 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. 1. On the **Eligibility Allocations** screen, click **Edit**. ![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(710).png?sv=2026-02-06&spr=https&st=2026-11-07T19%3A29%3A25Z&se=2026-11-07T20%3A29%3A25Z&sr=c&sp=r&sig=dqqOf1iXZAxM777c0OCwhbqkkPKLb5xL49wd1jRr0K0%3D) Figure 5. The Eligibility Allocations screen. Click the blue Edit button in the top right to enable in-line editing of funding amounts. 2. Enter the new funding amount for each relevant line item (for example, $1,000,000 for Hard Costs, $20,000 for Financing Costs). 3. Click **Save**. 4. If the **Draw Amount Remaining** column appears, allocate the remaining amount to a source. 5. Once all allocations are correct, green check marks will appear. ![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(711).png?sv=2026-02-06&spr=https&st=2026-11-07T19%3A29%3A25Z&se=2026-11-07T20%3A29%3A25Z&sr=c&sp=r&sig=dqqOf1iXZAxM777c0OCwhbqkkPKLb5xL49wd1jRr0K0%3D) 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. 6. 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.