How To Add Committed (Pledged) Funding

Fund Details capture key information about money coming into the fund (Total Funding Committed and Total Income Received), money leaving the fund (Total Disbursements, Outstanding Financial Obligations, and Pending Opportunities), and current balances (Current Fund Cash Balance and Available Funds).

Commitments are dollars pledged to the fund from external funding sources. The total dollars committed are reflected in the Total Funding Committed field of the fund details.

1. Open Fund Management>Funds.
2. Click a fund name.
3. In the Fund Details section, click the  (Add icon) next to the Total Funding Committed amount.
   
4. In the pop-up window, select a funding source Type.
5. Add a funding source Name. This list pulls from Contacts>Organizations, Contacts>Individuals, or Grant Management.
6. Add Amount Committed.
7. Click Save.

--OR--

1. Open Fund Management>Funds.
2. Click a fund name.
3. Open the Fund Management tab>Commitments.
4. Click the  (Create icon) in the Icon Bar.
5. In the pop-up window, select funding source Type.
6. Add a funding source Name. This list pulls from Contacts>Organizations, Contacts>Individuals, or Grant Management.
7. Add Amount Committed.
8. Click Add.