Fund management overview
Good Grant's fund management feature helps grant managers control the allocation of funds to successful applicants, from one or more funds/budgets.
Create a fund
Multiple funds can be created to manage different grant sources.
- In the Manage workspace, go to Grants > Funds
- Click New fund
- Give the fund a name and optional description
- Set the fund currency and budget limit
- Save
In the funds list view, you will always have an overview of the total funds currently allocated per fund and the remaining available budget.
Note: funds are not seasonal, they persist independently of the season. If you have e.g. an annual grant budget, you can create a new fund budget each year, naming it accordingly.
Allocate funds
Individually via the application view
- From the Manage workspace, navigate to Applications
- Find and click on an application to allocate funds to
- Scroll down to the Fund allocation panel and click Add allocation
- Select the Fund to allocate from, enter the Amount and Save
- You can make multiple allocations to an application, from the same or different funds
Individually via the applications list view
- In the Manage workspace, go to Applications
- Locate the application you need to allocate funds to
- Click the overflow menu (three dots icon)
- Select Allocate funds
- Choose your desired fund and indicate the amount
- Confirm
In bulk
- In the Manage workspace, go to Applications
- Locate the applications you need to allocate funds to and select their corresponding checkboxes
- Open the Action drop-down
- Select Allocate funds
- Choose your desired fund and indicate the amount
- Confirm
Tip: you can add a 'Fund allocations' column to the Applications list view in the Manage workspace by clicking the cog icon.
Fund allocation reports
- For an overview and reporting on allocations made, go to Grants > Allocations
- You can search and filter allocations, e.g. by category, fund, or tag (from tags on an entry)
- You can tag allocated applications from the Grants > Allocations view to better manage your program
- Export an Excel or CSV report of allocations from top right below the search control
Note: exports will always follow the search and filter selection currently active.
