What’s New and Updated in Fund Management

Navigation

Users will see Funds and Awards under the Fund Management module in the left navigation panel. Fund Opportunities can be viewed under the Fund Management tab of a fund record, or under Award Management>Fund Opportunities.  

The new Award Management module holds all opportunity and award records for your organization in one centralized location.

Fund Details

The Fund Details page has been updated; the Income Sources section has been replaced with the Fund Details section that captures key information about money coming into the fund (Total Funding Committed and Total Income Received), money leaving the fund (Total Disbursements, Outstanding Obligations, and Pending Opportunities), and current balances (Current Fund Cash Balance and Available Funds).

Committed and received income can be added directly from this section using the  (Add icon). Fund Managers and Admin can select funding sources and add funding amounts.

From this section, Fund Users, Managers, and Admin can also view a running ledger of funding sources, dates, and amounts by clicking the amount totals.

Fund Management

Commitments and Income can be managed from the Fund Management tab of a fund record. Fund Managers and Admin can add, edit, and delete commitments and income. Income has replaced Cash Receipts and Performance has been removed.

Fund Opportunities and Awards can also be created and managed from the Fund Management tab. Any opportunities or awards created here will have the selected fund as the funding source by default. They can also be created and managed in the Award Management module.