This section discusses how to create and edit Primary Funding Sources.

Creating Primary Funding Sources

A Primary Funding Source is any funding provided directly to your agency from an organization who serves as the primary grantee. A Sub-Granted Funding Source is any secondary funds provided to your agency in the form of a sub-grant from a primary grantee. This section discusses Primary Funding Sources. Click to learn more about  Modifying Sub Granted Funding Sources.

To create a Primary Funding Source, go to the Launchpad and click Manage > Funding, and select the Create Funding link located at the top right corner of the center screen.

This will take you to the Create Funding screen where you can enter the details of your funding source.

The fields on this screen are discussed below.

Fund Name

Once in the Create Funding screen, enter the name of your funding source.

This is the field where you will prescribe a title to your Primary Funding Source. It is beneficial to use acronyms to indicate what programs the funding is attached to, as well as the fiscal year.

Example of a descriptive funding source name

In the screenshot below, ‘HPRP FY 2015-2016 Denver Catholic Charities’ indicates that the Primary Funding Source is a Homeless Prevention and Rapid Rehousing Grant from the organization ‘Denver Catholic Charities’ for the 2015-2016 fiscal year.

Fund Amount

Next enter the total amount of funding this funding source provides your agency.

This is the field where you will indicate the total amount allotted to your agency by the associated Primary Funding Source.

NOTE: This amount does not reflect Direct Expenses and will not adjust according to any Direct Expense activity.

Status

Here you can set the Primary Funding Source as Active or Inactive.

• An Active Primary Funding Source is one from which your agency is currently pulling funds.
• An Inactive Primary Funding Source is one that your agency is currently not utilizing. This distinction allows you to save the Primary Funding Source information for later use should the Primary Funding Source become active again.

Select Add record to save the Primary Funding Source information. You can now access the Primary Funding Source from the main screen of the Funding tab, where you can edit the Primary Funding Source.

Editing Primary Funding Sources

After adding a record, you can view, edit, or delete the Primary Funding Source.

To delete the Primary Funding Source, mouseover the funding source and select the Trashcan icon that appears to the left. To modify the Primary Funding Source, select the Edit icon.

This will take you to the following screen, which you will notice is divided into two sections, Funding and Sub-Granted Funding.

Under Funding, you will notice three additional fields under the Funding section—Direct Expenses, Sub-Granted amounts, and the Total Available funds. Each are described below.

Direct Expenses

Direct Expenses are expenses that have been applied to the Primary Funding Source. This field will automatically update in real-time whenever a service transaction related to the given Primary Funding Source occurs at the user level. Direct Expenses are configured at the service level, review the Creating Services article to learn how to set up Direct Expenses. 

Below is an example of a Direct Expense amount of $0.00. No service transactions have occurred at the user level.

However, after a user conducts a service transaction of $10.00, notice that the Direct Expense amount (as well as the Total Available amount) automatically adjusts to reflect this transaction.

Sub Granted

This field will indicate any amount that has been sub-granted from the given Primary Funding Source.

Example of a Sub Granted Expense

In the example below, the Help Center sub-granted $5,000 to Agency A from the ‘HPRP FY 2015-2016 Denver Catholic Charities’ Primary Funding Source. Note that this is also documented in the Sub-Granted Funding section at the lower part of the screen.

Total Available

This amount reflects the Fund Amount (i.e. total amount allotted from the Primary Funding Source) minus any Direct Expenses (i.e. related service transactions) and Sub-Granted Funding.

Example of the deduction applied to the Total Available

In the example below, the $5.00 Direct Expense and $5,000 Sub-Grant for Catholic Social Services have been applied and deducted from the Total Available amount. This field will also automatically update in real-time when any future service transaction occurs, or when Sub-Grants tied to this Primary Funding Source are created.

Click to learn more about Modifying Sub Granted Funding Sources.