Donor information and financial info

When you click on the name of an organisation in the top list, you will see its detailed information in the bottom.

On the Financial information tab you can register bank details if you want. You can also indicate whether this organisation provides funding (if you haven't done so already when adding the organisation to your project).

If the organisation provides funding, you can add budget lines and calls for proposals (CfP-s). You can use this information later in the Funding tab.

Add budget lines

To add a new budget line, click into the list. This will select the Items toolbar. Then press the Add button. You will get the following pop-up window:

The Budget Line dialogue

To add a call for proposals, choose the second tab and click into the list.

Add calls for proposals

Then press the Add button. You will get the following pop-up window:

The Call for Proposals dialogue

 

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