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CyberGrants  ·  17 Mins

Budget Management

Taking a look at the budget management feature – how to create a budget, roll over budget years, set budget security and more.

This webinar provides a comprehensive overview of the budget management functionality within the CyberGrants platform, a strategic philanthropy tool. It explains how program administrators can effectively plan, allocate, and oversee financial resources to ensure the efficient and appropriate use of funds. The presentation covers the key budget line details, including the current budget, balance allocated, unallocated, committed, and paid funds, as well as the process for creating new budget lines and transferring funds between them.

This webinar also delves into the budget year rollover process, guiding users through the necessary steps to carry over budget information to the next fiscal year. Additionally, it explores the security features that allow administrators to control user access and payment creation abilities for specific budget lines. The session emphasizes the importance of maintaining strong internal controls and procedures to ensure the program's financial resources are used to achieve its goals. Users are provided with step-by-step instructions and best practices for managing budgets within the CyberGrants system.

Budget Management Presentation Slides

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