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Adding Funds to a Project

Efficiently manage your project’s financial resources with the ability to add both Program Funds and Project-Specific Funds.

Written by Carmela Flores

Overview

Adding funds to a project allows you to properly allocate and manage budget resources. Users can choose either a Project Specific Fund for single-project use or a Program Fund shared across multiple projects, then complete the required details and allocation. Once added, the fund becomes available in the project, ensuring accurate tracking and control of all financial resources.

Process

Adding Funds to a Project

  1. In your project, go to the Funding module from the left-hand navigation bar.

  2. Click + Add Fund.​

  3. Confirm your Project Base Currency. Click Proceed.

  4. From here, you can select one of two funding types:

    • Project Specific Fund – A fund exclusively tied to a single project and can only be used for that specific project.

    • Program Fund – A fund that can support multiple projects or organizational requirements, including capital investments, maintenance, and other program-related expenses.

Adding a Program Fund to Your Project

  1. To add a Program Fund, either Create New Program Fund or select an existing one, then click Next Step.

  2. Enter the amount you want to allocate to this project in the Allocation to Project field.

  3. Click Add Program Fund(s).

  4. Your Program Fund is now available in your project.

Important: If an existing Program Fund does not appear in the list, its Start Date is likely set in the future. Only currently active funding sources can be added to a 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

  1. Select the Project Specific Fund option.

  2. Complete all required fields:

    • Fund Name

    • Provider

    • Allocation to Project

  3. You can also complete the optional fields, if needed:

    • Account Number

    • Start Date and Expiration Date

    • Note

    • Attachments
      ​

  4. Click Add New Fund.

  5. A green banner confirms the Project Specific Fund has been added. 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.​

This process ensures funds are correctly allocated, active, and trackable within the project for accurate financial management.

Additional Funding Resources

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