Funding

A “Funding Program” is a Fellowship source of funds tied to a specific general ledger account set up in the GradPoint Financial Portal to allow departments to commit fellowship support to graduate students in the form of fee coverage or stipend. The page below describes (a) how to set up or retire a Funding Program in the GradPoint Financial Portal, and (b) how to administer a Funding Program in the GradPoint Financial Portal.

Setting up a Funding Program

Before requesting a new Funding Program, please examine the programs that are already configured in the funding section of the portal. Details on that section of the portal are below.

To make any additions or edits to your list of Funding Programs, utilize the “Financial Portal Fund Program Request Form” (for help on completing the form can be found here). This form allows you to request setup of a new account string for current and future years, as well as request removal of existing Fund Programs that are no longer utilized by your department as it relates to payment of Tuition and Registration fees or Stipends to graduate students.

Annual Maintenance of Fund Programs

Annually at the onset of the school year, the list of Funding Programs should be reviewed by an appropriate party in your department. The review should verify that all listed Fund Programs are still active account strings, and that your department continues to have a need to utilize them to pay for Graduate Student Tuition and Registration fees or Stipends.

Administering a Funding Program in the GradPoint Financial Portal

Departments and research units can find their associated Funding Programs (sometimes also referred to by their AidID) in the Funding section of GradPoint. This tab provides budget breakdown and commitment details for each funding program. This data is also available to view and download in the Reports tab.

Open

1. After selecting the year, all funding programs associated with the user’s department or research unit will display.

2. Click the downward arrow to expand all funding programs for more details.

3. Click the downward arrow to expand the individual funding programs for more details. Click the downward arrow again to close the expanded view.

Funding Programs

Open

1. Profile button - Opens a new window that displays the full details of the funding program, including budget breakdown and the list of all student commitments made and paid from the funding program.

2. Aid Year - Year selected from dropdown.

3. AidID - 4 digit code that stands for the funding program/account.

4. Actual Budget - Sum of “Base Budget” and “Budget Adjustments”. Click the Profile button to view the Budget Summary section for amount breakdown.

5. Amount Committed - Sum of all commitments made to students from the funding program.

6. Amount Remaining - “Actual Budget” minus “Amount Committed”. The amount that can be used to create new commitments.

7. Disbursed - Sum paid out to students to date.

Fund Profiles

To open a page with a detailed view of the funding program, click the Profile button. To close the detailed view page, click the Back to Funding Programs button.

1. Budget Summary - Displays the total budget and origination of the fund program:

2. Budget Breakdown - Displays how much of the Actual Budget has been committed, awarded, and disbursed. Of most interest for departments are the Spent and Remaining totals.

3. Commitments - Lists all of the commitments that have been created for the funding program/account.