Overview
Understanding Fund Providers within INGENIOUS.BUILD empowers your team to streamline financial management by identifying and managing funding sources effectively. By associating funds with specific projects, you can enhance transparency, optimize resource allocation, and maintain accurate financial tracking throughout your project lifecycle.
How to Create a New Fund Provider
Navigate to Funding Sources
Access the Funding Sources section from the left navigation panel.
Add a New Provider
Click the Add New Provider button in the top-right corner.
Select a contact to assign as the provider.
Click Add Provider to finalize the setup.
Manage Provider Details
Once created, you'll be redirected to the provider's details page, where you can:
Manage program funds.
View project-specific funding allocations.
Access additional funding data.
This streamlined process ensures efficient management of fund sources for your projects.