Video demonstration of how to set up grant funding for an existing project. If you prefer a step by step guide to create and activate a Customer Contract, please see: Create a Grants Revenue Contract for an Existing Project | Knowledge Base | SF Employee and SF City Partner Support
In Part Two, we also enter a budget for the Grant Project, book a sample expenditure so that we can generate and approve an invoice. In Part Three, we deposit the payment from the Sponsor / Customer and apply it to the invoice using Payment Predictor.
Author: Rob Conner
Date: 7/24/2025
Version: 3.0
Part One:
Create Contract
- Add contract line
- Set up Billing Plan
- Set up Amount Allocation
- Set up Accounting Distribution
- Set up Contract Terms (link to existing project)
Activate Contract
Check the Billing Plan and Revenue Plan have status “Ready”
Generate and populate the Award Profile
Part Two:
Create and post a Budget Journal
Create and post a journal to book expenses to GL
Run billing and related processes to create an Invoice
Review and approve the Billing Worksheet
Part Three:
Enter Payment and Deposit using Payment Predictor
Run Payment Predictor
View Collections Workbench