Fund Sources

Fund Sources Overview Video

On the Fund Sources page for a workspace, you can create and manage workspace-level funds. You can also allocate money from funds to projects, programs, and child workspaces.

Working With the Fund Sources Page

Add a Fund to a Workspace -

Add a Fund to a Portfolio

Define a Portfolio Fund Allocation Rule

Define a Workspace Fund Allocation Rule

Assign a Portfolio Fund to a Project

Allocate a Fund from a Workspace to a Project or Program

Allocate a Fund from a Workspace to a Portfolio or Child Workspace

Fund Sources Fields

Configure View Settings