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Administrator Guide
Last Updated: 2023-11-17
Steps: Set Up Funds

Steps: Set Up Funds

Security:
Set Up: Fund
 domain in Common Financial Management functional area.
You can use funds to manage how you consume your grants. Fund worktags identify the sources of funding when associated with spending activities on awards. These worktags are typically Federal, State, and Other.
  2. Access the
    Create Fund
     task.
    Create a fund using the fund type that best captures the type of funding and restrictions for your fund.
    Assign roles to workers on the fund to enable them to access fund information and view report fields that are secured to the
    Set Up: Funds
     domain.
  3. A role in the fund hierarchy enables the assignee to access information for all the funds in that fund hierarchy.