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.
Process
Creating Program Funds
Navigate to the Funding module within a project.
Click on + Add Fund.
Select Program Fund(s).
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.
Allocate Funds. Click Add Program Fund(s).
Once the fund is created, you can click on it to view its details and make changes by clicking Edit.
You can also Remove the fund.
Need help adding a fund provider? Use our step-by-step guide.