Funding sources allow you to add a fund value and track until 100% allocated. This will help you manage grants and donations by linking items of equipment to a specific fund source to allow for greater tracking of what equipment was bought when renewal or audit occurs. 

Image Placeholder



Adding a Funding Source

To add a funding source:

  • Navigate to the Funding section in Equipment Management
  • Click [Add Fund]
  • Enter the name of the fund or donation and the fund value
  • Click [Add Fund]

Image Placeholder


Linking an item to a Funding Source

To link an item to a funding source:

  • Go to the item of equipment
  • Click [Update Details]
  • In the 'Funding Source' drop down field, select the relevant fund
  • Click [Save Changes] at the bottom of the screen
Image Placeholder


  • Now when you go back to the Funding section and open that funding source, you will see the item of equipment listed there. Any other items of equipment linked to this funding source will appear here

Image Placeholder


Updating a Funding Source

To update a funding source:

  • Go to the Funding section
  • Click [Update Details]
  • Here you can update the name and value of the fund
  • Click [Update Fund]