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Creating a New Fund Provider
Katie Cowan avatar
Written by Katie Cowan
Updated over 9 months ago

What is a Fund Provider?

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.


How to Create a New Fund Provider:

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

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

  3. Select a contact to assign as the provider.

  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.


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Additional Funding Resources:

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