Overview

Use Sources of Funding to monitor restricted funds, grants, and other budgets across several projects. Each source can hold an approved amount, runtime, funding period, permitted projects, and the budget items assigned to it.

The area also supports day-to-day collaboration. Responsible people, users with write access, open tasks, documents, categories, reminders, and the change history are available directly on the source.

Source or group?

Element	Purpose
Source of funding	A specific fund with its own initial amount, periods, and linked budget items
Funding group	A shared overview of several sources, for example all grants belonging to a season or programme

An individual source can be assigned to a group when it is created or later. The detail page of a group combines the positions of its member sources. A group therefore provides an overview; it does not replace the individual sources.

Which figures does Artwork show?

Display	Meaning
Original volume	The initial amount entered for the source
Still available	Initial amount adjusted by the linked budget positions
Used	Percentage of the volume already claimed
Totals per project	Balance of linked income and cost positions per project

Costs reduce the source while income increases the displayed balance. The calculation is based on budget positions assigned to the source in its linked projects. It is therefore only as current as those project budgets and their assignments.

Typical workflow

Create the source with a title, amount, periods, and responsible people.

Configure expiration and remaining-budget reminders if required.

Assign categories and permit the projects that may use the source.

Assign the appropriate positions to the funding source in each project budget.

Review usage, remaining amount, and totals per project on the detail page.

Document tasks, files, and changes directly on the source.

Create & manage

Complete the fields, create groups, filter the list, pin, duplicate, and delete sources.

Projects & budgets

Permit projects, assign budget items, and interpret remaining amounts and project totals.

Collaboration

Use access roles, tasks, reminders, documents, and history.

Settings

Centrally create, assign, and safely remove categories.

Visibility and permissions

Not every person automatically sees or edits every source. Visibility comes from global permissions or an assignment to the individual source. Responsible people and users with write access can manage its contents. Administrative permissions can additionally allow creating, editing, and deleting sources in general.

If an action such as New, Edit, Duplicate, or Delete is not available, this is usually due to your role or the access settings of that specific source.

Funding overview, not bank accounting

Artwork evaluates the project budget positions linked inside the system. It does not import bank transactions and does not replace financial accounting. Regularly check that all relevant positions are assigned to the correct source.