Difference between revisions of "Project Funding Streams"

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==Setting up the Funding Streams==
 
==Setting up the Funding Streams==
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Funding Streams are set up by clicking the "Project Funding Streams" menu item (''Administration > Projects and Referral Entries > Project Funding Streams'').
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==Assigning the Funding Streams to a Project==
 
==Assigning the Funding Streams to a Project==

Revision as of 13:46, 8 April 2014

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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.

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.


Setting up the Funding Streams

Funding Streams are set up by clicking the "Project Funding Streams" menu item (Administration > Projects and Referral Entries > Project Funding Streams).


Assigning the Funding Streams to a Project

Funding Stream entry on Record a Contact



Examples of use