Description: In this topic you will learn how to create, view or edit or deactivate the funding source.
*Please note: Cost Center must be created prior to Funding Source.
Role Required: Superuser
Permission Required: Funding Source Admin
Create Funding Source
- Log in to DCI with your personal profile
- Select Settings from the main menu
- Select Funding Sources from the submenu
- Select the Action button
- Select Add New Funding Source from the actions dropdown
- Fill out the Add New Funding Source form wizard
- Click the Save button
- Select Yes in the confirmation alert window to add the new funding source
View or Edit or Deactivate Funding Source
- Log in to DCI with your personal profile
- Select Settings from the main menu
- Select Funding Sources from the submenu
- View all Funding Sources listed below the search box
- Search for a Funding Source in the search box
- Select Search and view the search results below the search box
- Select the row of the Funding Source to view or edit by clicking anywhere in the row
- The Funding Source Details page will open up, view funding source details
- Select the Action button
- Select Edit Funding Source from the actions dropdown
- View and make edits in the Funding Source form wizard
- To deactivate the funding source, change the status to Inactive
- Click the Save button
- Select Yes in the confirmation alert window to save changes made to the funding source
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