Project Funding Streams
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.
You can now enter a name, funder, and whether the funding stream is to be -
- 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;
- 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;
- 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.
Optionally, you can also add a start and end date to the funding stream, an amount, and a description.
Assigning the Funding Streams to a Project
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).
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.
Funding Stream entry on Record a Contact
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.
Reporting Outputs
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.
Reporting on Project Funding Streams will be in a future release. Please call us on 01989 763 691 for more information if required.
Rob Kay - manual author (talk) 16:34, 7 January 2016 (GMT)
