How to Add Budget and Funding Source Details

When Should I Use This?

Use Budget and Funding Source details when you need to:

• Add or update program details in Basic Settings

• Record a program’s Funding Source (note: commas are not allowed)

• Record a program Budget

Step-by-Step Instructions

1. Open the Programs Screen.

2. Select the program you want to update.

3. Go to Manage Program.

4. Find Funding Source.

5. Enter the Funding Source (do not include commas).

6. Find Budget.

7. Enter the Budget.

Common Mistakes to Avoid

• Adding commas in Funding Source (commas are not allowed).

• Looking for Funding Source or Budget outside of Basic Settings.

Best Practices for FORWARD Direct Users

• Update Funding Source and Budget from Basic Settings so program details stay consistent in one place.

• For Funding Source, enter the value without commas to avoid input issues.

FAQ

Where do I add Budget and Funding Source details?

You add both fields in a program’s Basic Settings.

Can I include commas in Funding Source?

No. Funding Source cannot include commas.

Are Budget and Funding Source part of program setup?

Yes. Both fields are listed under Basic Settings, which is used to configure general settings for the program.

What other settings are in Basic Settings?

Basic Settings includes program fields like Program Name, Program Description, Funding Source, Budget, and Program Type.