This section allows you to add the available funding sources within the oganization and define procurement categories based on the specific activities conducted.
- Funding Sources
Adding a New Funding Source:
- Press the “Add Funding Source” button.
- Enter the name of each funding source.
- Save the information.
Editing an Existing Funding Source:
- Navigate to the funding source you want to modify.
- Edit the name.
- Save the changes.
- Procurement Categories
Adding a New Category:
- Press the “Add Procurement Category” button.
- Define categories based on the institution’s activities: equipment, cleaning products, stationery, food, medications, etc.
- Save the information.
Editing an Existing Category:
- Navigate to the procurement category you want to modify.
- Edit the description or relevant details.
- Save the changes.
Ensure that funding sources and procurement categories are well-defined to facilitate the budget management process and procurement in line with the institution’s activities.