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How to Create a New Fund Provider

How to create a Fund Provider in the Funding Sources module and access its details page.

Overview

A Fund Provider is a contact who supplies financial resources for one or more projects. Creating a Fund Provider in INGENIOUS.BUILD lets you associate funds with specific projects, track program-level funding, and view project-specific allocations.

Prerequisites

  • The contact you want to assign as a provider must already exist in your workspace directory.

  • The contact must belong to a workspace of type Owner or Owner's Rep.

Process

  1. From the workspace left navigation, click Funding Sources.

  2. Click Add New Provider in the top-right corner.

  3. Select the contact to assign as the provider.

  4. Click Add Provider to finalize.

Once created, you're redirected to the provider's details page, where you can:

  • Manage program funds.

  • View project-specific funding allocations.

  • Access additional funding data.

 

Note: If the contact you select is already assigned as a Fund Provider, the system prevents creating a duplicate. You can only view or bookmark the existing provider record.