Create a funding program using Grants Management program setup for Public Sector Digital Services
As a grant program manager at a government service agency, use the Public Sector Digital Services Grants Management program setup to either create a new funding program, or create one from an existing configuration.
Antes de Iniciar
Role required: admin
Procedimento
- Navigate to All > CSM Configurable Workspace.
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Navigate to Lists > Funding Programs and choose New.
Here, you have the option to create a new funding program, or start by copying data and configurations from an existing funding program, using the funding program ID.
- To create a new funding program without using any pre-existing configurations, choose New.
- To copy data and configurations from a pre-existing funding program, choose Create a new program from an existing one. Choose the existing funding program from the drop-down menu and select
Continue.
You can review which fields are copied over to the new funding program record, including default fields. You can configure the fields as necessary.
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On the Details form, fill in the details of the funding program such as the program information, timeline, and budget.
Tabela 1. Funding program details form Name Description Funding organization name The name of the agency or institution that provides or owns the funds for the funding program. Category The domain area the funding program is intended to support. Funding program ID The Funding Program ID is a unique identifier assigned to each funding program to distinguish it from other programs and to support traceability across the grants management lifecycle. Each grant program is associated with a single funding program via the funding program ID. Funding source ID A unique identifier that represents the specific source from which the funds originate. This ID helps agencies track the original source of the funds—such as a government body or a research foundation and ties the funding program back to its originating entity. Owner The grant program manager or the grant program director. Name A descriptive name or a program tile for the funding program. Timeline The program start and end dates represent the full duration during which the funding program is active and within which all its associated grant programs must operate. Budget Represents the overall amount of money allocated to that program for its entire active duration. All the linked grant programs share this budget. -
Choose Save.
The Grant programs tab appears adjacent to the Details tab from where you can create grant programs linked to the funding program.
Choose new to create a grant program.
For more information about creating a grant program, see Create a grant program using Grants Management program setup for Public Sector Digital Services.