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fund360:funding_programs

Funding Programs

Overview

This section will walk through how Funding Programs and the related objects can be used to manage grantmaking in your organization. The Funding Program object is designed to be the object where

Using Funding Programs

Create a Funding Program based on types of programs your organization grants money to. This can be as simple or complex as needed to group programs and track funding requests by program. If your organization is using a grant application portal, this is the record the applicant will see to determine if their org's program meets the requirements to apply for a grant. The Status field can be used to show/hide the record on a portal. Customize as needed to meet your org's needs.

Page Layout & Lightning Page

  • Adjust Page Layout to include additional fields and Related Lists
  • Be sure and include the Funding Request as a Related List
  • Other Lists to consider are Fund Expenditure (if there is a lookup field on the Fund Expenditure to the Funding Program)
  • Adjust the Lightning Page as needed
fund360/funding_programs.txt · Last modified: by judy.otto

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