---
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.

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### **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.

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### **Target Users**

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

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### **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)

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)

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)

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)

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)

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)

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.

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### **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.

---

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### 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.