Grants can be funded by more than one fund using multi-fund functionality. Create the internal or external grant in the usual manner adding only the amount being contributed by the first fund. Then follow the steps below to add additional funds.
- Navigate to the grant record and click MultiFund Add in the left-side menu.
- Two options are available for use. Any amounts added using either option will increase the overall grant amount.
- Multifund Grant - Link Grant
- Multifund Grant - Create New Grant
Multifund Grant - Link Grant
Use this option to link an unposted grant that already exists.
- Enter the grant ID of the existing grant that you want to link in the GrantID field, and then click Next.
- Review the Link Grant Into Multifund Grant section and then click Process.
- Repeat as needed to link additional grants.
After all funding sources have been added, you can edit the grant details before processing the grant.
MultiFund Grant - Create New Grant
Use this option to create a new grant and link it to the existing grant. This is the most common workflow.
- Enter and select the fund for the new grant in the Fund field, and then click Next.
- Enter the grant amount in the Additional Amount field, and then click Create Grant and Link to Master Grant.
- Repeat as needed to add new grants.
After all funding sources have been added, you can edit the grant details before processing the grant.