Creating Program Funds
Creating Program Funds simplifies the allocation and management of financial resources across various projects within your workspace.
Overview
A Program Fund is a centralized pool of resources provided by a fund provider, which can then be allocated across different projects within your workspace. This functionality ensures efficient distribution of financial resources to support various initiatives.
Process
Creating Program Funds
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Navigate to the Funding module within a project.
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Click on + Add Fund.
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Select Program Fund(s).
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You can select an existing Program Fund or Create New Program Fund.
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If you select Create New Program Fund, you will be asked to fill out the needed information. Then, click Create New Fund.
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However, if you prefer to select an existing fund, you can tick the boxes of the fund/s you would like to use.
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Allocate Funds. Click Add Program Fund(s).
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- Once the fund is created, you can click on it to view its details and make changes by clicking Edit.
- You can also Remove the fund.
Need help adding a fund provider? Use our step-by-step guide.