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This involves the management of a project's finances- including project budgets and allocations from different funding sources as well as incoming and/or outgoing payments (disbursements).
Financial Management Data Model
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Financial Management Overview
The Financial Management suite in Amp Impact includes four different features that support typical financial management processes in social impact organizations. This includes:
Budgets & Financials: The ability to track budgets and financial line items (or budget line items) to report on planned and actual expenditure.
Disbursements: The ability to schedule and track payments (or installments) to be made or received
Funds: The ability to manage pools of money (Funds) and allocate (or ringfence) funding to specific projects or grants.
Allocations: The ability to allocate funding from an Account, Fund, or Opportunity to a particular area.
Financial Management Data Model
Below is the Financial Management functional area data model subset:
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*Financial object also related to ampi__Activity__c, and sometimes relates to other objects
Financial Management
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Summary of Key Relationships
There are five key relationships that are foundational to the overall use of Amp Impact:
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