CRM Logo

Fund Sources

The Fund Sources module allows administrators to manage, view, and export the sources of funds that support solar projects. This ensures transparency in fund allocation and helps track contributions from different entities such as government agencies, private CSR initiatives, and beneficiaries.

Navigation Path

Dashboard → Fund Sources

Fund Sources Overview

The Fund Sources page displays all available fund sources with the following details:

  • Id – Unique identifier for each source.
  • Source Name – The name of the fund source (e.g., CSR Fund, Beneficiary, OREDA).
  • Source Type – Indicates the type of source, such as Private, Government, or  Beneficiary.
  • Description – Additional details about the fund source.
  • Created – The creation date of the record.
  • Action – Provides options to view more details about the fund source.

View Fund Source

To view detailed information about a fund source:

  • Navigate to the Action column.
  • Click on View.
  • The system will display complete details, including the type and description of the fund source.

Export Fund Sources

To download a list of all fund sources:

  • Click on the Export button at the top.
  • Choose the desired export format (Excel, CSV, or PDF).
  • The file will be generated with all records of fund sources.

With this module, admins can easily track contributions from Government Agencies, CSR initiatives, and Beneficiaries, ensuring clear and accurate fund management across projects.