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Creating a New Fund Provider

Learn how to create and manage Fund Providers in Ingenious. Fund Providers represent the source of project funding and can be assigned to support budgeting, billing, and funding management across your projects.

Written by Brendan Finnerty

Overview

A Fund Provider refers to an entity or contact associated with financial resources. It is the source or originator of funds that can be allocated to different projects for billing and budgeting purposes.

Process

How to Create a New Fund Provider:

  1. Navigate to the Funding Sources module from the left navigation panel.

  2. Click Add New Provider in the top right corner.

  3. Select a contact to assign as the provider. Add the currency.

  4. Click Add Provider to complete the process.

After creation, you will be directed to the provider details page to manage program funds, view project-specific funds, and access other funding data.​

Your Fund Provider is now ready to use. You can manage its funding details, allocate funds to projects, and update provider information as your funding needs change.

Additional Funding Resources:

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