Projects > Opened project > Fundings > Project fundings

To set up a new funding or to edit an existing one, complete the fields in the individual sections and click on Save.

NOTE: Publish the project data to also forward the changes to WINPACCS Accounting and WINPACCS Cashbook.

Master data

External contract number	Enter the number of the funding contract assigned by the donor.
Internal contract number	Enter the number of the funding contract assigned by your own organisation.
Funding	Give the funding a unique name. The name of the funding is shown in WINPACCS Cloud, WINPACCS Accounting and WINPACCS Cashbook wherever a funding can be selected.
Date of approval	Enter the date on which the contract was signed by the donor. The duration is independent of this and is entered further below.
Grand total	Enter the grand total approved by the donor and specify the currency. The amount is for information only and is not used for calculations in Project controlling.
Comment	Use this field for additional information on this funding.

Contract status

A funding contract passes through different statuses. Depending on the contract status, you must enter certain information in the master data. The contract status determines whether costs can be assigned to the funding in WINPACCS Accounting, WINPACCS Cashbook and in Project controlling and which functions are available.

You can change the project status to a higher contract status and by doing so skip statuses, but it is not possible to switch to a lower status. However, you can undo changes, as long as they have not yet been released.

In planning	Funding is in the planning stages and there is not yet a contract with a donor. At this stage, you cannot release the funding and assign it to any journals. Therefore, it is not yet possible to assign costs to the planned funding or to create a budget for it.
Applied for	Funding for the project has been applied for from the donor. You can release the funding and assign journals to it. Once the funding is assigned to one or more journals, you can assign postings to it and create budgets for it.
Approved	Funding was approved by the donor. You cannot change the Period of the funding, you can only extend it.
Finalised	The funding is finalised. The total amount was disbursed and spent. You cannot assign any new journals to the funding.
Finally calculated	The contract has ended. The settlements with the donor have been fully verified. No more postings or repostings are performed. No new vouchers can be assigned to the funding.

Organisation-specific fields (customisable)

These fields can be used to collect additional data on the funding that could not otherwise be collected in WINPACCS. Whether this section is available, which fields are included and whether they are mandatory fields is defined in the Organisational settings of the Donor management.

Funding period

Select whether the funding applies to the entire duration of the project or specify a shorter period. The period must be within the project duration. Once the contract status has been set to Approved you can no longer change the duration of the funding; you can only extend it within the project term. To specify an even longer duration, you must first extend the project duration.

Form of funding

Type of funding

Specify what type of funding it is. If the funding consists of own funds, select a type from this list and, select your own organisation in the next field (Donor). Donors are created in the Donor management functional area.

Proportional funding	The donor contributes a fixed percentage of the project costs (e.g. 80%).
Full funding	The donor finances the entire costs of the project.
Fixed-amount funding	The donor pays a fixed amount.
Deficit funding	The donor pays the shortfall between a proportional funding and own funds to cover a project’s costs.
Miscellaneous	Select this type if the other types do not apply.

Donor

Select the donor of the funding. Donors are created in the Donor management functional area.

Donor title

If the donor has various titles, select the appropriate title for this funding here.

Comment

Use this field for additional information on donor requirements.

Reporting

Use this field for instructions about reporting, such as reporting currency or rate requirements.

Postability

If other projects are allowed to post to this project as an external project, use the Postable setting to determine whether other projects are allowed to assign vouchers to this funding if costs are incurred for this project. If you do not select this option, the funding is not available if other projects post to this project as an external project.

Assigned persons

The donor’s contact for this funding can be selected here. You define which persons are available for the donor in the Donor management functional area.

Functions

	Print	Creates a PDF document that displays the funding data.
	Delete	Only available for fundings that have the In Planningcontract status: Deletes the funding as it has not yet been assigned to a posting.
	Archive	Only available for fundings that have theApplied for, Approved, Finalised or Finally calculated contract status and that are not postable in any journals: Archives the funding. It remains assigned to journals and postings, but is no longer available in the fundings overview and cannot be assigned to any new journals. Use the Show archived project fundings () quick filter in the funding overview to display archived fundings. These are shown in grey.
	Edit	Switches to the edit mode. Please note that the contract status and the Organisational settings affect which fields are available or are mandatory.
	Save	Saves the changes. Publishes the project to also forward the changes to WINPACCS Accounting and WINPACCS Cashbook.
	Cancel	Switches to the display mode without saving changes.

General