Overview
A Fund Provider is a contact who supplies financial resources for one or more projects. Creating a Fund Provider in INGENIOUS.BUILD lets you associate funds with specific projects, track program-level funding, and view project-specific allocations.
Prerequisites
The contact you want to assign as a provider must already exist in your workspace directory.
The contact must belong to a workspace of type Owner or Owner's Rep.
Process
From the workspace left navigation, click Funding Sources.
Click Add New Provider in the top-right corner.
Select the contact to assign as the provider.
Click Add Provider to finalize.
Once created, you're redirected to the provider's details page, where you can:
Manage program funds.
View project-specific funding allocations.
Access additional funding data.
Note: If the contact you select is already assigned as a Fund Provider, the system prevents creating a duplicate. You can only view or bookmark the existing provider record.