Product Documentation

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====== Funds ======

===== Overview =====


This section will walk through setup of Funds and the related objects. Clicking into individual pages shows how the object functions. 
 

=== Content ===
  * [[fund360:funds:fund allocations|Fund Allocations]]
  * [[fund360:funds:fund expenditures|Fund Expenditures]]
  * [[fund360:funds:fund distributions|Fund Distributions]]
  * [[fund360:funds:fund relationships|Fund Relationships]]
  * [[fund360:funds:fund intentions|Fund Intentions]] 
  * [[fund360:funds:grant budget balance|Grant Budget Balance]]
  * [[fund360:funds:grant budget transactions|Grant Budget Transactions]]
  * [[fund360:funds:grant budget entries|Grant Budget Entries]]
 
=== General Setup of each object ===
The Fund object may be labeled General Accounting Unit. Most orgs relabel as Fund. Using Object Manager, setup the Page Layout and Lightning Page for each of the objects listed above.

=== Page Layout ===
  * Click **Setup**, **Object Manager**, **Select Object** 
  * Select **Page Layouts**, Click **Page Layout Assignment** button and open layout assigned to Profiles
  * Select **Save As** and label a new page layout for your organization (i.e. MYCF Fund Layout or MYCF Fund Allocation)
  * Add **Related Lists** to layout (see the list of related objects above)
  * Also add Fund Notes and Files, **Save**
  * NOTE: Lightning Pages are  most important for the Fund object, the rest of the objects have a default page and can be customized.

=== Lightning Page ===
The steps below are optional but give your users a richer experience and allows for added customization. 
  * Select the **Lightning Page** that includes "FDNP", Click **Clone**, Adjust Label and API Name to match your custom Page Layout created above, Save
  * Click **Related Tab**, Delete Related Lists, Add each Related List back to Related Tab with **Dynamic Related List - Single** or **Related List - Single**.
     * Adjust buttons for each Related List
     * Add filters to buttons as needed
  * Click **Details** tab, Select **Record Detail**, Click **Upgrade Now** button in right panel
     * Allows for a custom layout of the fields on the page
  * Replace the default **Highlights Panel** with a **Dynamic Highlights Panel** by clicking the **Fields** tab, then drag the **Dynamic Highlights Panel** into position; add fields as needed 

Repeat these steps for each of the objects listed above.