Difference between revisions of "Project Funding Streams"

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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]]):
 
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 Contacts by Funding Stream.
 
*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]]
  
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Complete the following:
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*'''Name''' - This name the user will see and the reported name.
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*'''Description''' - Not reported
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*'''Funder''' - Not reported
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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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[[File:PFS_2.png|border]]
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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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You can now enter a name, funder, and whether the funding stream is to be -
 
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* '''Referral Based (only editable on initial contact)''' - the end user will set the appropriate funding stream on the first contact of each referral, and the funding stream will not be editable thereafter;
 
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* '''Referral Based (editable on every contact)''' - the end user can choose at any point during the referral what the funding stream for the referral as a whole is going to be;
 
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* '''Contact Based''' - the end user can enter a funding stream for each contact. Contacts within a referral can have different funding streams, or only some contacts within a referral have a funding stream against them while others do not.
 
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Optionally, you can also add a start and end date to the funding stream, an amount, and a description.
 
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===Assigning the Funding Streams to a Project===
 
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Once the Funding Streams are set up, you will need to make them available to whichever projects you want to use them for. Click the "Project Set Up" menu item ('''Administration > Projects and Referral Entries > Project Set Up''').
 
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[[File:PFS_3.png|border]]
 
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This will display all the projects on your system. Click on the name of the project you wish to alter, then select the Funding Details tab and tick all of the Funding Streams you wish to be available to the Project.
 
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[[File:PFS_4.png|border|790px]]
 
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===Funding Stream entry on Record a Contact===
 
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Once the setup is complete, whenever a user records a contact with someone in the relevant Project, there will be a "Funding Stream" drop-down list available on the Record a Contact screen, as shown. The user can now select the Funding Stream.
 
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[[File:PFS_5.png|border]]
 
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==Reporting Outputs==
 
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Project Funding Streams are not currently reportable in standard reports or in the KPI Report Designer. They are available on custom outputs such as the EON Benefits Report for our Age UK customers.
 
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Reporting on Project Funding Streams will be in a future release. Please call us on 01989 763 691 for more information if required.
 
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 16:34, 7 January 2016 (GMT)
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[[File:helpheader_small.png|right]]

Latest revision as of 09:15, 8 May 2024

Helpheader small.png

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.

Helpheader small.png
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