Setting up Portfolios: Grouping Portfolios and Funds into Program Areas

Program Areas are established in Foundation Cloud Grants (FCG) to establish budgeting for specific projects. Program Areas (grant making areas) can be broken down into one or more Portfolios. 

Example: An organization has a Program Area record in FCG for "Johnson County Arts Initiative 2024". The target budget for the Program Area is $9,000.00. The Program Area record contains Portfolios named "Johnson County Arts Initiative 2024 - Dance", "Johnson County Arts Initiative 2024 - Music", "Johnson County Arts Initiative 2024 - Visual Arts", etc. The target budget of the Program Area is distributed among the Portfolios. 

Read the article Setting up Program Areas for information on how to set up Program Areas. 

Creating Portfolios for a Program Area

Portfolios are created in the Program Area record. 

To create a new Portfolio:

1. Click the + Add Portfolio button in the Portfolio tile on the Program Area record. 
2. Enter a Name, Description, Start Date, End Date, and Target Budget. 
3. Save.

When created, Portfolios display as interactive links on the Portfolios tile. 

Click on a Portfolio name to open the Portfolio record. 

Managing Fund Allocations

The Fund Allocations tile is used to manage fund allocations for the Portfolio. The Portfolio may inherit the fund allocations from the Program Area or have its own funds allocated.

To Add a Fund Allocation specific to the Portfolio:

1. Click the Add Fund(s) button on the Fund Allocation tile. 
2. A modal pops up with a list of available funds. 
3. Use the search functionality to locate funds. 
4. Place a checkmark in the box to the left of a fund to add. 
5. Enter a dollar amount in the Budgeted Amount field. 
6. Repeat steps 3 and 4 for any remaining funds to add. 
7. Click Add.

Proposal Allocations

The Proposal Allocation tile is used to manage Proposals assigned to a Portfolio. 

To assign a Proposal to a Portfolio record:

1. Click the + Add Proposal button on the Proposal Allocations tile. 
2. A modal pops up with a list of Proposals to select. 
3. Select the Proposal(s) to add. Use the search functionality, if needed. 
4. Click Add. 

To remove a Proposal from a profile, use the ellipsis to the left of the proposal and select Remove.