Assigning Funding Sources to Items
A funding source is where the financial resources come from to purchase and maintain equipment. This can include government grants, donations, budget allocations, sponsorships, and partnerships with other organizations. By tracking funding sources in D4H, organizations can better manage their resources and ensure the right equipment is available for their operations.
🔑 ACCESS LEVEL REQUIRED: Member+ with Equipment Editor enabled, Editor or Owner
ℹ️ NOTE: Now when you go back to the Funding section and open that funding source, you will see the item of equipment listed there. Any other items of equipment linked to this funding source will appear here as well
Updating Individual Item Funding Sources
- Go to Logistics > Equipment
- Open the piece of equipment through Categories > Kinds or by searching for the equipment ref # on the search bar
- Click Update Details
- In the 'Funding Source' drop down field, select the relevant fund
- Click Save Changes
Bulk Updating Item Funding Sources
If this feature isn’t available in your account, ask your team administrator to contact the Help Desk and request activation.
- Go to Logistics > Equipment
- Open the Categories > Kinds
- To bulk select items;
- Check the box next to the Ref column to select all items
- Use Select None to clear the selection
- Choose an All items option for bulk selection
- Or, manually select specific items by checking individual boxes
- Open the Bulk Action dropdown in the top left
- Select Edit to modify item details or Retire to mark items as retired
- In the popup;
- For editing items:
- Select Supplier/Supplier Ref from the Field to update from the dropdown
- Choose a new value from the New value dropdown
- Select a new value for Supplier Ref
- To update additional fields, click +Add another field to update and repeat the process
- For editing items:
- Click Update # items... or Retire # item... to apply the changes
