The Funding tool provides the ability to document and track expenses for both Primary and Sub-granted funding sources. These Funding sources can be connected to Service Items in the Services Tab.
To get to the Funding Screen, go to the Launchpad icon and select Manage. Next, click the Funding Tab.
This section lists any funds provided directly to your agency, as the primary grantee.
Primary Funding Amount
The basic details shown include the name, dollar amount and number of sub-grants, if applicable. The dollar amount shown represents the total monetary amount originally granted to your agency from the given funder. This does not reflect any expenses deducted from that source.
Note: To determine the most current monetary balance associated with any funding source, mouseover the funding source and select the Edit link that appears to the left of the margin. To learn more, please refer to Creating & Editing Primary Funding Sources.
Primary Funding Sub-Grants
The Sub-Grants column indicates the number of providers that have been awarded portions of the funds from the primary source.
This section lists any funds in which your agency is the sub-grantee, rather than the primary recipient.
As with the Primary Funding section, the name, dollar amount and number of sub-grants associated with each funding source are displayed. With sub-granted funding, the monetary amount shown represents the portion of the original grant that has been awarded to your agency. If you have chosen to delegate any portion of the funds to another provider, they will be counted in the sub-grant column.
For further details on either a Primary or Sub-Granted funding source, simply mouse over the funding name and select the Edit icon.
You then have the ability to view or edit the Fund Name, Fund Amount, and Status of the current grant. This area also provides an overview of any direct expenses currently subtracted from the source via client services, the total monies that have been sub-granted to other providers, and the Total Available funds remaining.
For details on creating Sub-Granted Funding please refer to Modifying Sub-Granted Funding Sources.
Adding and Editing Primary Funding
To add a Primary Funding Source, click the Create Funding link at the top right hand corner of the center screen as indicated below.
To edit a Primary Funding Source or a Sub-Granted Funding Source, mouseover the funding source and click the Edit icon that appears at the left side of the margin, as indicated below.
In this area, you also have the ability to allocate additional funds to other sub-grantees. For more information on creating/adding sub-grants, please review the Establishing Sub-Granted Funding page.
For details on editing primary and sub-granted funding sources, please refer to Creating & Editing Primary Funding Sources.