Creating / Updating / Deleting Funding Sources

Funding sources allow you to add a fund value and track it until 100% is allocated. This will help you manage grants and donations by linking items of equipment to a specific funding source. It will also allow for greater tracking of what equipment was bought when a renewal or audit occurs.

Quickly Navigate to a Specific Section in this Article:

1. Creating a Funding Source
2. Updating an Existing Funding Source
3. Deleting a Funding Source (we only recommend performing this action for items added in error)

Creating a Funding Source

1. Go to Logistics > Equipment 
2. Select the Funding tab
3. Click Add Fund
4. Enter the name of the fund or donation and the fund value
5. Click Add Fund
6. You can now link an item of equipment to the funding source

Updating an Existing Funding Source

1. Go to Logistics > Equipment 
2. Select the Funding tab
3. Click on the Funding Source you wish to update
4. Click Update Details
5. Here you can update the name and value of the fund
6. Click Update Fund

Deleting a Funding Source

1. Go to Logistics > Equipment 
2. Select the Funding tab
3. Click on the Funding Source you wish to update
4. Click Update Details
5. Click on Delete Fund