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Manage and Track Funds with Funds Tracker Module
Manage and Track Funds with Funds Tracker Module
Zack Schwartz avatar
Written by Zack Schwartz
Updated over a week ago

How to Manage Funds on OpenWater

The Funds module allows program administrators to manage funds for their various grants workflows. This feature is available to all OpenWater customers. To have this functionality enabled, please contact your Customer Support Representative.

Once enabled, you will notice that the Funds menu item is on your admin portal’s left-hand side menu.

From here, you can Add Funds, export pertaining data to CSV/XLS, and obtain a visualization representation of your data through charts. Finally, search your list of funds for easy access.

Adding Funds

Click the Add Funds button to enter the details of your fund, such as Name, Total Amount, and Currency.

You can add funds using multiple currencies concurrently.

Tracking Funds in your Program

Once you have added your funds, begin tracking your funds within any of your OpenWater programs. To do so, navigate to your program.

From the Program Settings drop-down menu, click General Information.

Scroll to the bottom of the page to the Funding section, and enable Allow Program to Track Funding. Once enabled, select the desired funds for your program.

Awarding Funds to a Submission

To do so, navigate to the list of submissions and find the desired submission. Once in the administrator view of the submission, navigate to the Funding tab.

Click the Add New Transaction button to add the details of the funding.

You can add multiple funding awards to a single submission:

You can also edit or delete the funding by using the Select action button and returning to the details page.

Monitoring your Funds

Your Funds dashboard contains up-to-date data for your funds.

The Show Charts will provide a visual representation of your funds.

Here funds can be tracked by Total amount, by program, and by category (if included in your programs’ workflow).

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