Introduction to Funding Sources


Funding sources and funding source eligibility requirements recorded from the Funding tab can be applied to Programs and associated with Services. Funding sources under the Funding tab display all Programs, Services, and Eligibility criteria associated with the source. You can record specific information about a funding source (e.g., start and end dates) as well as custom information via custom fields. You can create sub-grants from primary funding sources and track declining balances.

Users with an Admin or Manager Type Access Role with Manage Agency enabled can view existing funding sources or create a new one by clicking the Launchpad icon and navigating to MANAGE > FUNDING


Funding Tab Sections

There are four sections within the Funding tab:

PRIMARY FUNDING: users first set up grants as “primary” funding sources. They can then, if applicable, create sub-grants from the funding source.

SUB-GRANTED FUNDING: users can allocate portions of a primary funding source to other agencies. The system displays these sub-granted funds in the SUB-GRANTED FUNDING section (as well as within the Primary Funding Source record).

INACTIVE PRIMARY and INACTIVE SUB-GRANTED FUNDING: the system displays funding sources that are marked as inactive in these sections. 

Creating a Primary Funding Source

To create a new primary funding source, click CREATE FUNDING.


The system navigates you to the CREATE FUNDING screen, where you’ll enter details for the funding source. The fields the system displays are based on the fields in the system Funding Source screen. System Administrators can add custom fields to Funding Source screens, but the following fields are included by default and cannot be removed:

Funding Name: A user-selected name to describe a funding source.

Status: Indicates if the funding source is active or not. Changing the status of a funding source from “Active” to “Inactive” will automatically update the status of the associated sub-grants to “Inactive.” 

Funding Source, Funding Source Non Federal, Grant Identifier, Start Date, and End Date: These fields correspond with the HUD HMIS Data Element 2.06 Funding Sources. System administrators are not able to edit the Funding Source selection options. However, if the user selects “Local or Other Funding Source,” they are provided options from the Funding Source Non Federal picklist, which System Administrators can customize. 

Direct Expense: When this is toggled on, you can apply the funding source directly to service items within the agency. Once saved, the system displays the Direct Expenses section, which includes the following fields: Fund Amount, Direct Expenses, Sub Granted, and Total Available.

Eligibility: When this is toggled on, you can associate eligibility criteria with a funding source. 

Note: If a Program is connected to an active Funding Source that has Eligibility, then the system will automatically enable the Eligibility toggle for the Program within the Program setup. Also, if the Program is connected to an active Funding Source with Eligibility, then the Eligibility toggle will be read-only so that it cannot be disabled. 

Funded Resources

After you click ADD RECORD for a new funding source, the system displays the Funded Resources section in the sidebar. 


This section contains the following information:

Overview: the main Funding Source section, containing the fields in the Funding Source screen.

Programs & Projects: displays the programs a user assigned the funding source to (clicking the Program name navigates you to the Modify Program page).

Services: the service items a user assigned the funding source to (clicking the service item name navigates you to the Service Item page).

Eligibility: this allows you to associate eligibility criteria with a funding source. The system only displays this section if Eligibility is toggled on.