---
schema_version: "1"
id: 2df8e25159315cf294b57266ffebe71db4dd19d3fa283f4b289da53d33adf8a9
title: Manage Funding Requests
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ofm_manage_funding_requests.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ofm_manage_funding_requests.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 337f6621956450752f8c3493bee252204c799370b56faa2bea0ea7d0e7fa4039
description: Set up funding requests to track applications, associated constituents, requirements, and create disbursements in Outbound Funds Module.
products:
  - Nonprofit
release: "264"
---
# Manage Funding Requests

Set up funding requests to track applications, associated constituents, requirements, and create disbursements in Outbound Funds Module.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/images/icon_note.png)

Note Special thanks to Bill Corkill, Emily Jakubiak, and Nick Lindberg, who also contributed to this documentation.

- **[Create a Funding Request](https://help.salesforce.com/s/articleView?id=sfdo.ofm_manage_funding_requests.htm&release=264.0.0&type=5)**  
    Once the Funding Program is defined, you can create a Funding Request to track the applications.
- **[Create a Funding Request Role](https://help.salesforce.com/s/articleView?id=sfdo.ofm_manage_funding_requests.htm&release=264.0.0&type=5)**  
    The Funding Request Role allows you to track people associated with a Funding Request.
- **[Create a Requirement](https://help.salesforce.com/s/articleView?id=sfdo.ofm_manage_funding_requests.htm&release=264.0.0&type=5)**  
    Requirements allow organizations to track deliverables or milestones on a Funding Request before it’s approved or closed.
- **[Create a Disbursement](https://help.salesforce.com/s/articleView?id=sfdo.ofm_manage_funding_requests.htm&release=264.0.0&type=5)**  
    A Disbursement helps schedule and track outgoing funds to funding recipients. It’s important to note this doesn’t perform the act of disbursement, such as depositing funds into a recipient's bank account.

## Create a Funding Request

Once the Funding Program is defined, you can create a Funding Request to track the applications.

1. From the App Launcher (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/resources-product/images/app_launcher_grey.png)), find and select **Funding Requests**.
2. Click **New**.
3. Enter a Funding Request Name. For example, Grantwood City Food Bank
4. Optionally, configure additional details.
5. Click **Save**

Watch the Nonprofit Salesforce How-To Series video about [Outbound Funds Create a Funding Program and a Funding Request](https://www.youtube.com/watch?v=jjnesj1nckg).

## Create a Funding Request Role

The Funding Request Role allows you to track people associated with a Funding Request.

1. While viewing a Funding Request, click **Create Funding Request Role**.
    
    ![Funding Request record with Create Funding Request Role button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/resources-product/images/create_funding_request_role_1.png)
2. Search for or create a Contact.
3. Select the Status. For example, **Current** for active Contacts, or **Former** for inactive Contacts.
4. Select a Role.
5. Click **Save**.
    
    ![Create Funding Request Role](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/resources-product/images/create_funding_request_role_2.png)

## Create a Requirement

Requirements allow organizations to track deliverables or milestones on a Funding Request before it’s approved or closed.

For example, you may require an application, letter of intent, and proposed budget to be submitted before the Funding Request is reviewed. You can add these as Requirements that can be managed and tracked.

1. While viewing a Funding Request, click the **Requirements** related list.
    
    ![Select Requirements on the Funding Request record.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/resources-product/images/create_requirement_1.png)
2. Click **New**.
3. Enter a Requirement Name. For example, Application.
4. Select a Primary Contact.
5. Select a Type.
6. Next to Assigned, search for and select the grantseeker user.
7. If a disbursement has been made, select or add it from Disbursement.
8. Enter a Due Date. This is when the Primary Contact is required to submit their Requirement information.
9. If completed, enter a Completed Date.
10. Select a Status.
11. Select **Is Add Files Visible?** to allow a grantseeker to upload files to the Requirement. A grantseeker won’t be able to upload files to the Requirement if this isn’t enabled.
12. Optionally, enter additional information in Requirements.
13. Click **Save**.

![Complete fields on the Requirement record.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/resources-product/images/create_requirements_2.png)

Repeat for as many Requirements as needed.

## Create a Disbursement

A Disbursement helps schedule and track outgoing funds to funding recipients. It’s important to note this doesn’t perform the act of disbursement, such as depositing funds into a recipient's bank account.

1. While viewing a Funding Request that has an Awarded Amount, click **Create Disbursements**.
    
    ![Create Disbursement on the Funding Request](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/resources-product/images/create_disbursement_1.png)
2. Enter the Number of Disbursements. For example, enter 4 for four separate payments to the awardee.
3. Select the disbursement frequency in Interval and Period. For example, an Interval of 1 and Period of Month indicates one payment every month for 4 months.
4. Select a First Date when the initial disbursement begins.
5. Enter the total Amount of the Funding Request to disburse, if different from the Amount Awarded. You can’t disburse funds greater than the Amount Awarded, but you can disburse less.
6. Click **Calculate** to calculate a disbursement schedule based on the Number of Disbursements, Interval, Period, First Date, and Amount fields.
7. Click **Save**.
    
    ![Schedule Disbursements](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/resources-product/images/create_disbursement_2.png)