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.

1. Go to Funding > Funds
2. Click New fund
3. Give the fund a name and optional description
4. Set the fund currency and budget limit
5. 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.

Allocate funds

Individually via the application view 

1. Go to Applications > Manage applications
2. Find and click on an application to allocate funds to
3. Scroll down to the Fund allocation panel and click Add allocation
4. Select the Fund to allocate from, enter the Amount and Save
5. You can make multiple allocations to an application, from the same or different funds

Individually via the applications list view

1. Go to Applications > Manage applications
2. Locate the application you need to allocate funds to
3. Click the overflow menu (three dots icon)
4. Select Allocate funds
   
   
5. Choose your desired fund and indicate the amount
6. Confirm

In bulk

1. Go to Applications > Manage applications
2. Locate the applications you need to allocate funds to and select their corresponding checkboxes
3. Open the Action drop-down
4. Select Allocate funds
   
5. Choose your desired fund and indicate the amount
6. Confirm

Tip: you can add a 'Fund allocations' column to the Applications > Manage applications view by clicking the cog icon. 

Fund allocation reports

• For an overview and reporting on allocations made, go to Funding > Allocations
• You can search and filter allocations, e.g. by category, fund, or tag (from tags on an application)
• Export an Excel or CSV report of allocations from the top right below the search control.
  
  Note: exports will always follow the search and filter selection currently active.