Student funding tracking is the hardest thing for us to build to fit the context of many different programs, funding structures, granting agencies and so on. For now, we're keeping it simple. If you have needs that aren’t met by Prograds, just let us know!
<aside> ⚠️ **But the first thing you need to know is that funding items have a maximum duration of one year. This is necessary to facilitate accurate annual totals and help you with budgeting.
When you create a new funding item, you now have the option to duplicate it for multiple years. You can’t do this duplication once the item has been created. Each annual funding will be separate, even if they are from the same multi-year source.**
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Funding Sources are specified in the Department Profile. These really just become 'shortcuts' to populate student funding and then to allow Administrators to get reports by funding type. They look like this →
All you’re really doing when you use Funding Sources is to give yourself a standardized set of names and funding amounts that can be chosen when you create a new student funding item. Once you’ve put them into a student funding item, you can still edit those fields on that funding item.
The reason to have very standardized names is that in our Funding Table you can filter by funding name.
Funding Sources include awards, stipends, scholarships, employment (TA, RA, etc.), and research funding.
From the Department Profile Fuding Sources Tab, for each Funding Source you will specify its:
We have provided some standard Source Types but we would appreciate users' suggested additions to the list.
A Student Funding item is added on a Student Progress Page or from the Funding Table. When a job (employment) or funding is added, you can select from the Funding Sources dropdown to populate some of the fields on that Funding record. They look like this →
Guaranteed Funding (G)
Most programs have funding guarantees along with the admission offer. Prograds Employment and Funding items have a Guaranteed indicator. When a student account is created, administrators can add funding items with dates and tick the Guaranteed indicator.
On the Student View and the Student Profile, a button pulls up a popup with a listing of the Student's guaranteed funding.
On the Employment and Funding lists on the Student Progress Page, guaranteed funding appears with (G) after the name of the funding.
Administrators have an additional field visible on the funding items and in the funding table: Published. When Published is off, the funding item will not be visible to the student. For Administrators, the item is visible in the Student Progress Page but with a dark grey background. You can Publish a funding item from the Student Progress Page or from the Funding Table.
Funding items are limited to one year. This helps with totals and budgeting.
When you create a funding item, you can specify that it be duplicated for up to 5 years total. This will simply create that many annual copies, with the dates shifted ahead appropriately. All the fields will copy over.
But then, once those multiple, separate, annual items have been created, you can only interact with them separately. So, for example, if you change the amount on one, or add a file attachment to one of them, it will not show up on the others.