Difference between revisions of "Project Funding Streams"

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Project Funding Streams are a way to record the fact that a piece of work is to be funded by a particular funder, even if the work is recorded as part of a wider project. It has always been possible to assign a project to a funder. Project Funding Streams allow you to take this a step further, and nominate a funder for particular referrals within a project, or even particular contacts within a referral.
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[[File:PFS_1.png]]
  
Once set up, the Funding Stream can be selected by the end user from the Record A Contact screen, at the same time as they actually record the work done.
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Project Funding Streams are used with projects and can be set to Referral or Contact based.  They allow for two report statistics in the Key Performance Indicator Report Designer ([[KPI Report Designer]]):
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*Number of Referrals by Funding Stream
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*Number of Contacts by Funding Stream.
  
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To create a new Funding Stream click on the 'Create New' button, or click on the name of an existing stream to edit it.
  
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[[File:funding_stream.png]]
  
==Setting up the Funding Streams==
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Complete the following:
 
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*'''Name''' - This name the user will see and the reported name.
==Assigning the Funding Streams to a Project==
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*'''Description''' - Not reported
 
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*'''Funder''' - Not reported
==Funding Stream entry on Record a Contact==
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*'''Start Date''' - Not reported
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*'''End Date''' - Not reported
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*'''Funding Amount''' - Not reported
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*'''Funding Stream Type''' - Specifies if it is referral or contact based.
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*'''Where Editable''' - Specifies if the option can be edited on subsequent contacts
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Active - When set to yes this stream can be used on projects.
  
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Once it has been created the project stream can be activated on a project, see [[Project Set Up#Funding Tab| Project Set Up]] for further details.  Once it has been switched on for the project the stream will be available when Recording a referral/contact.
  
 
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==Examples of use==
 

Latest revision as of 09:15, 8 May 2024

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PFS 1.png

Project Funding Streams are used with projects and can be set to Referral or Contact based. They allow for two report statistics in the Key Performance Indicator Report Designer (KPI Report Designer):

  • Number of Referrals by Funding Stream
  • Number of Contacts by Funding Stream.

To create a new Funding Stream click on the 'Create New' button, or click on the name of an existing stream to edit it.

Funding stream.png

Complete the following:

  • Name - This name the user will see and the reported name.
  • Description - Not reported
  • Funder - Not reported
  • Start Date - Not reported
  • End Date - Not reported
  • Funding Amount - Not reported
  • Funding Stream Type - Specifies if it is referral or contact based.
  • Where Editable - Specifies if the option can be edited on subsequent contacts

Active - When set to yes this stream can be used on projects.

Once it has been created the project stream can be activated on a project, see Project Set Up for further details. Once it has been switched on for the project the stream will be available when Recording a referral/contact.


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