Add Designations

To add designations, select the purpose to position at the top of a designation hierarchy and then specify the combinations of this purpose and other purposes that form the child-level designations in the hierarchy. For example, from the Building Fund, you can select Facilities Development Initiative to create the Building Fund / Facilities Development Initiative designation. After you create the designation, you can create sub-purposes for it and apply it to revenue records.

You add designation information to the Designation information tab of the Add purpose and designation screen. For information about how to add a designation, see Add Purpose and Designation.