Funding Sources

A funding source is a donor’s grant: who gives it, how much, for what period, and on what conditions. Lines on your budgets say which grants fund them, and the donor report shows each grant’s spending.

Add a grant

Finance approvers and admins can add and edit grants.

1. Go to Budget → Funding sources and click + New grant.
2. Fill in Donor, Grant code, Amount, Currency, the grant period, and any Restrictions (for example “No vehicle purchases”).
3. Click Save grant.

If the grant isn’t in the workspace’s base currency, Resources warns you: line funding is always recorded in the base currency.

Fund lines from it

Open a budget, click Funding on a line, choose the grant and the Amount from grant. One line can be funded by several grants. See Budgets and lines.