Managing Eligibility Adjustments and Funding Rule Order

Overview

This article explains two important features for managing allocations and funding rules: entering negative adjustments in eligibility fields and understanding the order of funding rules. These enhancements help users more flexibly manage allocations and ensure funding is processed according to organizational priorities.

Entering Negative Adjustments in Eligibility Fields

Description

You can now enter negative adjustments directly into eligibility fields, making it easier to manage and revise allocations.

Step-by-Step Instructions:

1. Navigate to the eligibility or allocation section of your platform.

2. Locate the allocation you wish to adjust.

3. Enter a negative value in the adjustment field to reduce the allocation (e.g., enter “-1,000” to decrease the allocation by $1,000).

4. The revised allocation will automatically update to reflect the negative adjustment.

5. You can also enter positive adjustments to increase the allocation as needed.

6. Example:

   1. Original allocation: $469,100

   2. Enter adjustment: “-$1,000”

   3. Revised allocation: $468,100

Configuring a Funding Notice

Description

The order of funding rules determines how funds are allocated and processed. While the second video did not include a transcript, it likely demonstrates how to view, edit, or prioritize funding rules within your system.

Step-by-Step Instructions:

1. Go to the funding rules or funding order section in your platform.

2. Review the list of funding rules applied to your deal or project.

3. Adjust the order of rules as needed to match your organization’s funding priorities.

   1. This may involve dragging and dropping rules or using up/down arrows.

4. Save your changes to ensure funds are allocated according to the new rule order.

Note:

The order of funding rules can impact how funds are distributed, so review and update them carefully.