Funding Sources documentation covers program funding, project funding, budgets, dashboards, draw requests, project income and expenditures, program ledger review, utilization warnings, and funding reports.
Funding Sources Articles
Funding Sources Overview
Using the Funding Dashboard
Programs and Program Budgets
Projects and Project Budgets
Draw Requests
Project Income and Expenditures
Program Ledger and Utilization
Funding Reports and Best Practices
What Funding Sources Supports
Use Funding Sources documentation when staff need to:
- Review active program funds and project allocations.
- Set up program awards, leveraged funds, and budget categories.
- Create or maintain project funding records.
- Track draw requests and received amounts.
- Record project income or expenditure activity.
- Review utilization warnings before assigning more funds.
- Prepare funding reports and reconcile report totals.
Recommended Starting Point