Fund Source

The feature is available to Users with Manager Role and any User with a PLUS license.

Fund Source, is any grant or funds or budgetary resource allocated to a program.  Funding can be  from various sources such as charitable foundations, state governments, municipal and private donors.

• Code : is the alphanumeric code that identifies the fund source e.g. 123 or A123 or F001
• Name : is text that identifies the fund source. e.g. PECO Weatherization grants.
• Category : is an optional field that can be filled with a value to further categorize the funding sources internally as desired.
• Start Date : is an optional field that defaults to current date.  It represents the date the Fund Source was started by the Organization.
• End Date : is an optional field that defaults to current date.  It represents the end date the Fund Source or grant.
• Status : defines if the Fund Source is active or inactive.

Set Up a Fund Sources

• Login with your credentials.
• Click the Admin menu option.
• Click the Fund Source  menu option.
• Click the Add button on the Fund Source screen.
• Enter Code: A text value; could be alphanumeric.
• Enter Name: A text description of the Fund Source code.
• Select Status: as Active or Inactive.
• Click Save.