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Creating Program Funds

Creating Program Funds simplifies the allocation and management of financial resources across various projects within your workspace.

Carmela Flores avatar
Written by Carmela Flores
Updated this week

Overview

A Program Fund is a centralized pool of resources provided by a fund provider, which can then be allocated across different projects within your workspace. This functionality ensures efficient distribution of financial resources to support various initiatives.


Creating Program Funds

  1. Navigate to the Funding module within a project.

  2. Click on "Add Fund".

  3. Select "Program Fund(s)".

  4. You can select an existing Program Fund or Create New Program Fund.

    • If you select "Create New Program Fund", you will be asked to fill out the needed information. Then, click "Create New Fund".

    • However, if you prefer to select an existing fund, you can tick the boxes of the fund/s you would like to use.

  5. Once the fund is created, you can click on it to view its details and make changes by clicking “Edit Fund."

Need help adding a fund provider? Use our step-by-step guide.



Additional Funding Resources:

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