Funding Sources track where rehabilitation money comes from, how it is budgeted, how it is assigned to projects, and how activity affects remaining balances.

In CDM, Funding Sources are organized in two main layers:

• Programs are the top-level funding records. A program stores the program ID, program name, source type, award funds, leveraged funds, budget categories, program income setup, and program-level ledger activity.
• Projects sit under programs. A project stores the local activity or project budget, target area, fiscal year, goal amounts, beneficiary and unit goals, loan limits, Project Status, and project income or expenditure activity.

Program Availability Versus Project Status

A Program is the top-level Funding Source. New Programs are saved as active for adding Projects, and the current Program Detail page does not have a Program or Funding Source status control.

A Project has its own Project Status control with Active and Inactive choices. Project Status is separate from whether the parent Program is available to create a Project.

The Program's Funding Source field records the source type—Federal, State, Local, or Private. It is not an active/inactive control.

Add Project can report “Project funding source is not active.” Changing Project Status or Funding Source type will not fix the parent Program check. Contact CDM Support with the Program name or ID.

Use Funding Sources when staff need to answer questions such as:

• Which programs are active?
• How much award and leveraged funding is available?
• How much has been assigned to projects?
• Which programs or projects are over assigned?
• Which funding source should be tied to a loan or work plan?
• Which draw requests have been requested, received, or partially received?
• Which income or expenditure entries affect project or program balances?

Operating Model

Start at the Funding Dashboard to review overall program funding health.

Open a Program when you need to review program-level award, leveraged funds, budget categories, projects, draws, and program ledger activity.