How to Allocate Your Grant’s Budget.
Step One:
To precisely assign a specific amount of money, and source, against an activity such as food vouchers. You first want to go to the Case Board, as highlighted in the picture below.
Look for the symbol of the three bullet points and three lines on the left side of the screen.
Once you are at the “Case Board”, you will want to open the task you want to assign a budget by left-clicking on it. This will open the task and will look like the picture below.
Step Two:
Now you need to assign what “Grant Type” you want to allocate funds from. To do that, simply hover your mouse over the “Grant Types” text box and left click, it will reveal a scroll-down selection of all the grants that are on your Grants Page.
If The Grant Does Not Show Up
If the specific grant you are looking for does not show up when selecting your “Grant Type” it means that all of the funds for that grant have been allocated already.
Step Three:
Once you select the grant you want, it will automatically show the amount available in the box.
Now you do not need to use all of the grants for one case, you can specify just how much of that grant you want to be used in that particular case or task. To do so, all you need to do is left-click in the “Grant Amount” box, in the case of the image above, where the 5000 is. Then simply type just how much of the grant you want to be used in that precise task.
Step Four:
Finally, go down to the bottom of the screen, hover your mouse over the light blue “Save” button, and left-click. This will save your work and finalize your budget allocation. Though you can still edit this when you need to.
