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Navigation: Funds Management > Funds Management - Programs > Funds Management - Programs Pages

Funds Management - Programs|Program Page

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•Program Details Section

•Goals Section

•Monthly Distribution of Goals

•Program Data Section

•Program Notes Section

The following image illustrates the Funds Management - Programs|Program page:

Program Details Section

The following image illustrates the program section of the Funds Management - Programs|Program page:

The program section of the Funds Management - Programs|Program page consists of the following properties:

Field	Description
Name	The name of the program. This must be unique.
Campaign	Displays the campaign(s) associated with the program, along with the monetary value that has been collected thus far ('Amount'), the total number of donors who have contributed ('Count') and the total cost of the campaign(s) so far ('Expenses'). Clicking on a campaign will open the appropriate Programs\|Campaigns page.
Description	The description for the program.
Association	Specifies the relationship between the program and any customers who donate towards it, so that customers can more accurately be targeted for marketing purposes. For more information, refer to Customer Associations and Message Sources.

Goals Section

The following image illustrates the goals section of the Funds Management - Programs|Program page:

The goals section of the Funds Management - Programs|Program page consists of the following properties:

Field	Description
Date	The date that you want to reach your fundraising goal by. Click to select a date.
Amount	The monetary amount that you want to raise through the program.
Count	The number of donations that you want to receive to reach your goal 'Amount'.
Expenses	The monetary amount that you will be spending on the program (printing costs, telemarketing).

The totals of each column appear in the blue header row.

Monthly Distribution of Goals

Goals can also be distributed across a number of months. In most cases, goals on funds and programs will not be distributed, but goals on campaigns and appeals might be.

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Caution

If goals have already been set, on the goals section of the page, the information entered in the Monthly Distribution window will overwrite them.

The following image illustrates the monthly distribution window that appears when 'Monthly Distribution' is clicked:

If goals have already been set on the goals section of the page, the fields will be populated with the total values that appear in the blue header row.

The monthly distribution window contains the following properties:

Field	Description
Total Goal Amount	The total monetary amount that you want to raise over the course of the defined months ('Over how many Months' field).
Total Goal Count	The total number of donations that you want to receive to reach your 'Total Goal Amount'.
Total Goal Expenses	The total monetary amount that you will be spending to reach your goal (printing costs, telemarketing).
Start Date	The date that you want to begin the monthly distribution of the goal from or click to select a date.
Over How Many Months	The number of months that you want to distribute the 'Total Goal Amount', 'Total Goal Count' and 'Total Goal Expenses' across.

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Information

If the 'Plan Amount', 'Ask Amount', 'Expected Amount' and/or 'Projected Amount' cannot be evenly divided by the number of months that the forecast is distributed across, the remainder will be added to the last month.

Program Data Section

The following image illustrates the data section of the Funds Management - Programs|Program page:

The data section of the Funds Management - Programs|Program page consists of the following properties:

Field	Description
Data [1-8]	Store additional information specific to your organization. Any data entered into these fields is searchable through Business Intelligence. To modify a data field label, navigate to the Registry - Registry::EN::Business Objects::TSprogramBO::Program node and select the field that you want to re-label.
Multidata [1-2]	Store additional information specific to your organization. Click to add additional fields. Any data entered into these fields is searchable through Business Intelligence. To modify a multidata field label, navigate to the Registry - Registry::EN::Business Objects::TSprogramBO::Program node and select the field that you want to re-label.
Rank	The order that programs will be displayed online. Programs are ranked in descending order (4 will be ranked before 1).

Program Notes Section

Once you have created a program you can add notes to log problems, comments, compliments or any other information that may be useful to you, a ticket seller or your administrator.

The following image illustrates the notes section of the Funds Management - Programs|Program page when the 'Add Note' button is clicked:

The notes section of the Funds Management - Programs|Program page contains the following properties:

Field	Description
Type	The type of note being created. Types are configured using the General Configuration - Lists\|Entries page of the note types list.
Status	The note’s status (In Progress, Completed).
Due Date	A due date for the note’s task. If you enter a value, the note displays on your My Notes\|Home\|Created by page in My Notes and Shortcuts and on the My Notes\|Home\|Assigned to page for any user that has been selected in the Owners list.
Access Modes	Who can read and modify the note once created: •Private: Only the note’s creator and owners (if any) can view and modify the note. •Public: Any user can view and modify the note. •Readable: Any user can view the note, but only its creator and owner(s) (if any) can modify it. This is the default mode.
URL	Enter the full URL to create a link to a relevant site, or click to search for an article
Text	A name for the task.
Owners	The user(s) who will be responsible for carrying out or following up on this note. The note displays in the owner’s My Notes\|Home\|Assigned to page (if there is a due date) or My Notes\|Notes page (if there is no due date) in My Notes and Shortcuts.
Parent	Indicates what the note is associated with. The name given to the item appears first followed by the type of item (2024 Fundraising is the 'Name' given to the Program.
File Attachments	Attach files to a note.
Data [1-8]	Store additional information specific to your organization. Any data entered into these fields is searchable through Business Intelligence. To modify a data field label, navigate to the Registry - Registry::EN::Business Objects::TSnotesBO::Notes node and select the field that you want to re-label.
Multidata [1-2]	Store additional information specific to your organization. Any data entered into these fields is searchable through Business Intelligence. To modify a multidata field label, navigate to the Registry - Registry::EN::Business Objects::TSnotesBO::Notes node and select the field that you want to re-label.