• Funding Tab Overview

    This section discusses the basic components of the Funding tab in the Manage section. 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.   Managing Funding To get to the Funding Screen, go to the Launchpad icon  and select Manage. Next, click the Funding Tab. Primary Fund...

    label_outline For Agency Managers label_outline For System Administrators label_outline Funding label_outline Primary Funding label_outline Sub-Granted Funding
  • Creating & Editing Primary Funding Sources

    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 ...

    label_outline For Agency Managers label_outline For System Administrators
  • Modifying Sub-Granted Funding Sources

    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. Get...