Grant Budget Balance

This section is for working through buttons, related lists and lightning pages for the Grant Budget Balance. Grant Budget Balance works in conjunction with Grant Budget Entry, Grant Budget Transaction, Fund and Fund Intention to display the balance for Grant Budgets. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see the Accounts or Contacts object configuration.

It's important to understand that Grant Budget Balance in the Donor 360 package doesn't calculate anything. If not using the Fund 360 package, then this kind of calculation is happening in your accounting software. Use a bridge software to send this data to the Grant Budget Balance records.

• Page Layouts
• Lightning Page

• Click Setup, Object Manager, Grant Budget Balance
• Select Page Layouts, Select Grant Budget Balance Layout, then Save As to create a new version
• Click Related Lists in the pallet
  • Add or remove related lists as needed
• Save

If a new page layout was created, assign to the appropriate Profiles

A custom Lightning Page isn't necessary for this object. Users will see the Grant Budget Balance in a “Default” lighting view. But if you want to configure one, follow these steps.

From Grant Budget Balance, Object Manager, Select Lightning Record Pages

• If a page exists, select it or Click New to create a new page
• If you selcted an existing page, Click Clone and add a new label and API Name, configure as needed, Click Save
• If you clicked New, Select Record Page from left panel, Next
  • Assign a Label and Search and Select the object (in this case Grant Budget Balance), Next
  • Choose a Page Template from left panel, Done
  • Build the new Grant Budget Balance lightning page by dragging the components and fields from the left panel.
  • Save and Activate