Navigate Here: Funding > Fund Groups > Add Group
You can add a new fund group on the Add Fund Group page which could contain funds or funding sources. A group must have at lease one fund.
To add a fund group, fill in the following fields:
The required fields are noted with an asterisk (*).
Group ID*: The ID of the group fund. The group ID must be unique and can be a combination of numbers and letters.
Group Name*: The name of the group. The group name must be unique.
Description*: Input a description of this fund group.
Notes: Any additional notes needed on this fund group.
Click the Save button to save the fund group. The system will then go to the Add Fund page where you need to add a new fund to associate to this fund group.
Click the Reset button to clear all the inputs.