Set up fund periods

A fund period groups opportunities with similar funding sources to show overall financial information (e.g., available awards and funds).

Use fund periods to organize your system, helping you:

  • Group related funds based on a shared characteristic (e.g., initial awards, renewing opportunities)

  • See the total dollar amount and number of awards when awarding applicants

  • Report on total funds used within a specific time period

Before you can add a fund period to an opportunity, you need to create the fund period:

  1. Go to Site, Configurations, Fund Periods.

  2. In Add New Fund Periods, enter the appropriate name or code. Enter each name or code on a new line.

  3. Select Update to create new fund periods.

Though you can't delete fund periods, you can edit, update, or disable existing periods:

  1. Go to Site, Configurations, Fund Periods.

  2. Make changes.

  3. Select Update.

Note: Any changes made will affect existing current or archived opportunities in your system.

Once you've created fund periods, you can use them to group opportunities by their funding source.

To add fund period to multiple opportunities:

  1. Go to Opportunity, Portfolios, Opportunities.

  2. Select one or more opportunity.

  3. At the bottom of the grid, select Act on Selected, Update Applicant Opportunities.

  4. In Fund Period, select an existing fund period.

  5. Select Update Applicant Opportunities.

Once you've added multiple opportunities to a fund period, you can see cumulative financial information on the opportunity and when awarding applicants.

Note: To add a fund period to an individual opportunity, go to the Details tab of that opportunity.