Fund Intention
This section is for identifying and understanding how to use the custom fields in the Fund Intention object in the Donor 360 package. Fund Intention is designed to track the intended use (areas it supports) of a Fund and not the year-to-year amounts paid from a fund. It is also designed to work with Grant Budget Entry, Grant Budget Transaction and Grant Budget Balance objects.
Content
Custom Fields
Fields included with this object include picklist, lookup, formula and text fields to capture the description/purpose of the fund. Work with your teams to determine how your org uses this object. Customize the Program Area and Subprogram Area picklist fields to meet your org's needs. Make sure the fields are included on the Fund Intention Page Layout and Lightning Page.
- Date Fund Established
- Description/Purpose
- Description/Purpose (Long)
- Fund
- Fund Active
- Fund Class
- Fund Division Code
- Fund Interest
- Fund Sub Type
- Fund Type
- Percentage
- Program Area
- Subprogram Area
Buttons
Use the Manage Intentions button to enter or edit the Intentions for a fund. Only a percentage field is included.
- manageIntentionsContainer is a Visualforce page
- Manage Intentions
- From Fund, hover over Fund Intentions, then select Manage Intentions and enter the lines so that the percentage totals 100%.
Sample of a completed Fund Intention
