Fund Schemes - Projects

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This related item is used to record and manage the research project’s funding using linked fund schemes. A fund scheme can be external or internal to your organisation. You can record information about external funding bodies, internal funding, funding application, periods of funding and funding amounts per year.

Auto-creation of Organisation related item

Automation can be enabled for Fund Scheme and Organisation related items in a Project record in System Preferences, Project Preferences for your institution.

If enabled, when a fund scheme that has an organisation linked to it is added to this Fund Scheme related item via the lookup (not as free text), a linked Organisation related item is automatically created if it does not already exist. If there is no previously-linked primary organisation, the new organisation will be set as Primary.

It is advisable to add fund schemes to the Project - Fund Scheme related item before adding organisations to the Project - Organisation related item to avoid duplication. If an organisation is added before the fund scheme it is linked to, a second Organisation related item may be created with the Fund Scheme Link field populated with the fund scheme.

If disabled, Organisation related items will not be automatically created. Any organisations related to the project need to be added manually.

Dependency between Fund Scheme related items and Organisation related items

The list of fund schemes displayed in the Project - Organisation related item in the Fund Scheme Link dropdown can be filtered to display only those fund schemes added to the Project - Fund Scheme related item. This is controlled by a setting in System Preferences, Project Preferences.

Menu path: RME menu > Projects (search) > Project > Fund Schemes

 

Add fund scheme details

1.     In the Project record, open the Fund Scheme related item.

2.     At the far right of the related item, click Add.

3.     In the Fund Scheme Code field, select the fund scheme. Fund scheme details from the Fund Scheme record will be populated in relevant fields.

4.     Complete the fields, using the table below as a guide.

5.     In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button. The Fund Scheme Budget related item becomes available to record the amounts funded each year by this fund scheme for the project, if required.

Fund Scheme: Fields

Default Field Label

Description

ABN

Read only

Australian Business Number for the fund scheme's organisation

Abbreviated Name

Read only

Short name of the selected fund scheme

Account Name

Lookup to search for and add an account code for the internal financial account holding the funds

Address Description

Read only; populated based on the selection in the Organisation and Organisation Address fields

Additional information about the address, such as building or office name

Address Line 1

Read only; populated based on the selection in the Organisation and Organisation Address fields

Address details

Address Line 2

Address Line 3

Address Type

Read only; populated based on the selection in the Organisation and Organisation Address fields

Kind of address, such as physical, postal or residential

Source

Business Name

Read only; based on the selected Organisation for the fund scheme

Registered trading name associated with the ABN for the fund scheme's organisation

Country

Read only; populated based on the selection in the Organisation and Organisation Address fields

Country of the address, from a defined list

Source

Comments

Additional information about the period of funding

Contact Email

Read only; populated based on the selection in the Organisation and Organisation Address fields

Email address of the organisation's primary contact

Current?

Yes by default

Indicates if the fund scheme is currently associated with the project

If it is no longer associated, slide this to No.

Current Address?

Read only; populated based on the selection in the Organisation and Organisation Address fields

Indicates whether the address record for the fund scheme organisation is active and in use

Date Applied

Application date from the funding application

Date Approved

Date the funding was approved

Date Closed Off

Date the funding application was closed

Date Combined

Date the funding was combined with another funding application to the same fund scheme, if relevant

Date Extended To

Date to which the funding has been extended

Date Funded From

Date from which the funding is supplied

Date Funded To

Date to which the funding is supplied

Date Rejected

Date the funding application was rejected, if relevant

Date Transferred

Date the funding application was transferred to your institution

Date Withdrawn

Date the funding application was withdrawn, if relevant

Extension Approved

Indicates if an extension to funding has been approved

Extension Required

Indicates if an extension to funding is required

Form Code

Code of the funding application form, if relevant

Fund Scheme Code *

Mandatory

Lookup to search for and add an existing fund scheme

If a fund scheme is de-selected in the Fund Scheme Code lookup, any previously selected entries in the Organisation and Organisation Address fields will be cleared.

Fund Scheme Classification

Funding classification for the fund scheme

Example: Block grant

Fund Scheme Type

Read only

Type for the selected fund scheme

Competitive Neutrality Charge

Amount that is added to the price of the project for a funder

Icon for source information What is CNC?

Order *

Mandatory

Determines the order of this fund scheme in the list of fund schemes

To change the position in the list, change this number.

Organisation

Lookup to search for and add the sponsoring organisation code

This may be populated by the default organisation set for the fund scheme but can be changed, provided the field has not be set as read-only by your administrator.

        The Organisation Address field is auto-populated based on your selection.

        ABN and Business Name fields may also be auto-populated.

        If an organisation is de-selected in this lookup, any previously selected value in the Organisation Address field and related address details will be cleared.

        If a fund scheme is de-selected in the Fund Scheme Code lookup, any previously selected organisation in this field will be cleared.

Organisation Address

Only populated when a selection is made in the Organisation field

Current addresses for the selected organisation, from a defined list of addresses saved in the Organisation record

Addresses in this list are concatenated as follows: Address Description, Address Line 1, Address Line 2, Address Line 3, Suburb, State, Postcode, Country, ABN, Business Name

If an entry is de-selected in either the Fund Scheme Code lookup or Organisation lookup, any previously selected address in this field and related address details will be cleared.

Administrator notes:

As the concatenated address list in the dropdown is created on the fly, not stored in the database, it cannot be used directly in Advanced Search, or as a field to add to core or Significant Event emails. Solutions:

        Advanced Search: when using a query with Area: Fund Schemes to search by organisation address, in the Search On field, select one or more individual address fields, such as Address Line 1 (provided these were added to the Fund Schemes related item Page View).

        Email templates: In core and Significant Event email templates, to add the address from the Fund Schemes related item, Select Fund Schemes in the List of Items dropdown and add the individual address fields to the email, such as Address Line 1, Address Line 2, Address Line 3, Suburb, Postcode and Country.

        Reports: To include the fund scheme’s organisation address in a report, join ORGADD_FK from RMRV_PRO_FUND_SCHEME in the Projects reporting view with ORGADD_PK in RMRV_ORG_ADDRESS in the Organisation reporting view. 

Organisation Name

Read only

Sponsoring organisation name for the selected organisation (above)

Other Source

Additional source of funds, besides the source entered in the Type field

Postcode

Read only; populated based on the selection in the Organisation and Organisation Address fields

Postal or zip code of the address

Primary Address?

Read only; populated based on the selection in the Organisation and Organisation Address fields

Indicates if the address is the primary for the organisation, such as a headquarters or main office

Primary Fund Scheme

Indicates if this is the primary fund scheme

        Only one fund scheme can be the primary.

        If you want to change the primary, edit the current primary to slide this to No, then set the new one as the primary.

        If the Available for Public Portal? flag is Yes in the Project record, the current, primary fund scheme's funding organisation will be shared on the Public Portal, provided that the researcher is listed as an investigator on the project.

Reference Number

Reference number for the fund scheme

Example: Document Management System (DMS) reference

Round

Funding application round

Format: Numeric

State

Read only; populated based on the selection in the Organisation and Organisation Address fields

State, region or province for the address

Status

Status of the funding application

Suburb

Read only; populated based on the selection in the Organisation and Organisation Address fields 

Suburb or town within a country for the address

Summary

Funding application summary comments

Type

Source of funds for the fund scheme, from a defined list

Source

 

Manage Fund Scheme records

You manage related items in the core page. Click the Add, Delete and Export links at the right of the related item in Project.

 

Related topic

        Projects search

 

Product key: Modules > Projects

Page ID: PRO007.htm