Difference between revisions of "Talk:Project Funding Streams"
From Charitylog Manual
(Created page with "Funding streams can be: - Action linked, so can choose who funds each action. - Case linked, so you can choose who funds the whole case. A further option appears for case-li...") |
|||
| (One intermediate revision by the same user not shown) | |||
| Line 1: | Line 1: | ||
| + | Status: draft | ||
| + | |||
Funding streams can be: | Funding streams can be: | ||
- Action linked, so can choose who funds each action. | - Action linked, so can choose who funds each action. | ||
| − | - Case linked, so you can choose who funds the whole case. | + | - Case linked, so you can choose who funds the whole case. Case-linked streams have 2 sub-types, to choose where you get to enter it: |
- only on the initial referral | - only on the initial referral | ||
- on any contact, but it's still referral-linked | - on any contact, but it's still referral-linked | ||
| + | |||
| + | |||
| + | Note that both of the case options only apply to RaC. When editing a referral, the rules are always the same: | ||
| + | - each action has a list of action-linked streams | ||
| + | - the case section at the top has a list of case-linked streams, regardless of the sub-type. | ||
Latest revision as of 12:32, 29 October 2024
Status: draft
Funding streams can be:
- Action linked, so can choose who funds each action. - Case linked, so you can choose who funds the whole case. Case-linked streams have 2 sub-types, to choose where you get to enter it: - only on the initial referral - on any contact, but it's still referral-linked
Note that both of the case options only apply to RaC. When editing a referral, the rules are always the same:
- each action has a list of action-linked streams - the case section at the top has a list of case-linked streams, regardless of the sub-type.
