How do I manage Funding Types?

Overview

Funding Types categorise sources of funding for activities.

Accessing Funding Types

1. Go to the Improvement Plan from the main menu on the left.

2. Once the page loads, click the cog icon in the top-right corner.

3. The Settings panel will slide out.

4. Scroll down to the Lists section.

5. Click Funding Types.

This will open the Funding Types settings area, where you can add, edit, and archive/restore funding type items.

Adding a Funding Type

1. Click Add Item.

2. Enter the title of the Funding Type.

3. Enter the start date.

4. Enter the end date.

5. Click Add.

Editing a Funding Type

1. Click the edit (pencil) icon next to the funding type you want to update.

2. The edit screen will open.

3. Make your changes and click Save.

Archiving a Funding Type

1. Edit the funding type .

2. Toggle the Active slider to off.

3. Click Save.

Restoring a Funding Type

1. Edit the funding type from the list.

2. Toggle the Active slider to on.

3. Click Save.