Adding Funds to a Project:
Select “Funding” from project navigation
Click “Add Fund”
From here, you can select from two funding types:
Project Specific Fund: This fund is exclusively tied to a single project and can only be used for that project.
Program Funds: This fund can cover a wider range of projects or organizational requirements and can also be utilized for organizational capital investments, maintenance, or broader program-related expenses.
Adding a Program Fund to Your Project:
To add a Program Fund, you can either create a new fund provider or select from an existing fund
Enter the funding amount to allocate toward this project
Click "Add Funds"
Your Program Fund is now available in your project
What is a Program Fund?
A program fund is a pool of resources associated with a fund provider. You can allocate program funds across the workspace to different projects.
Need help adding Fund Providers? Use our guide.
Adding a Project-Specific Fund:
Select the "Project-Specific Fund" option
Fill in all required fields
Click “Add New Fund”
Your Project-Specific Fund is now available within your project
What is a Project Specific Fund?
A Project-Specific Fund is a unique funding source associated with a fund provider exclusively for a particular project.
