How to archive funding streams at the program level?

At times you may realize that a funding stream is no longer provided out of a certain location or site in your organizational hierarchy. You have the ability to archive funding streams at the program level.

Here's how:

  1. Go to your Admin Tools --> Manage Programs.
  2. Pick the program or site you are working with.
  3. Go to the funding streams section on the right.
  4. Click the red archive button next to the funding stream you'd like to remove.
  5. Click Archive on the pop-up if you're sure you'd like to archive this funding stream. 
  6. If there are no individuals attached to the funding stream through that program, the funding stream will be archived successfully and will move to the Archived tab.
  7. If there are individuals attached to the funding stream through that program, you will see a pop up warning linking you to those individual's profiles so they can be properly discharged before archiving.

   8. You can restore the funding stream by clicking on the Inactive Tab and clicking the Restore button.

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