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.
- Go to Funding > 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
Grant managers may allocate funds to successful applications.
- Go to Applications > Manage 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
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 that exports will always follow the search and filter selection currently active.
