Create & manage

Create a source of funding

Open Sources of Funding and select New. The dialog lets you switch between an individual source and a funding group.

The following details are available for an individual source:

Field	Meaning
Title*	A clear name used in lists and project budgets
Sum*	The approved or internally allocated initial volume
Source	Name of the funder, programme, or internal origin of the money
Runtime start/end	Overall administrative period of the source
Funding period start/end	Period in which the funds are intended to be eligible for use
Who is responsible?	People with subject-matter responsibility for the source
Belongs to funding group	Optional assignment to an existing group
Comment / note	Free text for purpose, reference numbers, conditions, or internal notes

Title and sum are required. Periods are optional, but they are needed for filters, reminders, and quick context on the detail page. Runtime and funding period may differ: use runtime for the entire administrative process and funding period for eligible spending.

You can also configure several reminders while creating a source. See Reminders for the available types.

Create a funding group

Switch to the group tab in the New dialog. A group needs a title. You can also assign responsible people, add a note, and select existing funding sources.

A source can later be assigned to or removed from a group through Edit. Use groups for funds that belong together operationally. For overlapping labels, categories are more flexible.

Narrow down the overview

Search matches the title of a source or group. You can also limit the type to all sources & groups, sources only, or funding groups only.

Additional filters cover:

one or more categories,
sources with open tasks only,
a selected period.

When several categories are selected, a source must contain all of them. The period filter includes sources whose runtime overlaps the chosen period. Entries without a runtime remain visible. Active filters appear as tags above the list and can be removed individually.

Sort and pin

Sort alphabetically, by funding-period start or end, or by creation date. Selecting the same criterion again reverses the order.

Use Pin to keep an important source at the top of your own list. Pinning is personal and does not alter another user's order. Select Undo pinning to remove it.

Information shown in the list

Where available, each item shows its title, group membership, amount status, period, description, latest change, and categories. A group symbol distinguishes groups from individual sources, while a pin marks your pinned items.

Select the title to open the detail page. This page contains key figures, linked positions, and the side workspace for access, projects, documents, and tasks.

Edit, duplicate, and delete

Edit opens the master data. For an individual source you can change the amount, origin, periods, group, responsible people, and note; for a group, you can also change its member sources.
Duplicate creates a copy as a starting point. Review its title, amount, periods, access, projects, and reminders before using the copy.
Delete requires confirmation. First check whether the source is still used in project budgets and whether documents or tasks must be retained.

Use View history to see when and by whom data was changed. This is particularly useful when an amount, period, or responsibility has changed unexpectedly.

Do not use the source amount as a correction entry

If a budget position is missing or assigned incorrectly, correct it in the project budget. Change the initial amount only when the approved or allocated volume itself has genuinely changed.