Updating Requested Amount in a Funding Request

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You may want to update the requested amount in your funding request for one or more reasons, such as your department's decision to request a lesser amount or a greater amount for a campaign because of change in your priorities. 

Steps:

  1. Navigate to the campaign for which you want to modify the funding request.  
  2. Click the Funding tab to see a list of associated programs for the campaign.  

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  3. Edit the funding request by clicking the three vertical dots to the right of the specific program that you'd like to edit and click Edit. Edit Funding screen opens where you can change the funding request.

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  4. In the Requested Amount field, make your change and click Save.
  5. After the requested amount has changed from the approved amount, an option becomes available to resubmit. Click the Resubmit button to resend the request to the program owner for approval.

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  6. Once the request has been resubmitted, funding approval will start.Screen_Shot_2017-09-28_at_4.40.22_PM.png

Updating Payment Information for Approved Funding Requests

You can update payment information for approved funding requests.

Steps:

  1. Navigate to the campaign for which you want to modify the payment information.  
  2. Click the Funding tab to see a list of associated programs for the campaign.  
  3. Navigate to the Approved section and click Update Payment Info button in the program for which you want to update the payment information.

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  4. Update Payment Information screen is shown.

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  5. Enter or update the Payment ID and/or Payment Date.

  6. Click Save.
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