This section discusses how to edit Sub-Granted Funding Sources.
A Sub-Granted Funding Source is any secondary funds provided to your agency in the form of a sub-grant from a primary grantee.
NOTE: It is important to note that Sub-Granted Funding Sources cannot be created or deleted as only the primary grantee can modify the funds. However, the System Administrator can modify the allotment of sub-granted funds.
To modify Sub-Granted Funding Sources, go to Manage > Funding. The Funding main screen is divided into two sections: Primary Funding and Sub-Granted Funding. Any funds that are provided to your agency in the form of a sub-grant will be listed under Sub-Granted Funding.
In the example above, Community Housing Partnership allotted Clarity Test Agency $5,000 from their State Homeless Funds funding source. While only Community Housing Partnership can delete or adjust the amount of this Sub-Granted Funding source, Clarity Test Agency can modify where to allot these funds.
Editing Sub-Granted Funding Source
To modify a Sub-Granted Funding Source, mouseover the funding source and select the ‘Edit’ link that appears to the left.
Selecting the ‘Edit’ link will take you to the below screen, where you can dictate which agency receives the sub-granted funds and the amount this agency will receive. To do so, select the ‘Create Sub-Grant’ link.
In the example below, Clarity Test Agency is allotting $2,500 of the remaining $4,471 available (after previous Direct Expenses were applied) from Community Housing Partnership to Catholic Social Services. Select ‘Add record’ to save the new sub-grant.
This change will be reflected in the Sub-Granted field in the Funding section, as well as under the Sub-Granted Funding section.
Clarity Test Agency can then continue to allot the remaining $1,971 to whichever agencies they choose.