Funding Burndown

Go to Insights › Funding Burndown to see how far each funding source has been drawn down. A funding source is a pool of money, like a grant, E-Rate or a bond, with the amount it was awarded.

Spend comes from your assets. Each asset names the funding source that paid for it, and its purchase price counts against that source. So the page is only as good as the Funding Source and Purchase Price on your assets.

To open the page you need View funding sources (asset-funding-sources.view), on an account with schoolAssets.

How spend is matched#

An asset counts toward a source when its Funding Source matches the source's name, ignoring capitalization and spaces at either end, in the totals, the list and the chart alike. "Title IV" and "title iv" are the same source, shown under its budget's name. "Title IV" and "Title 4" are not.

Deleted assets don't count. The whole account is counted, whatever your role reaches.

The totals#

• Total Awarded. The awarded amounts of every source, added up.
• Spent. The purchase prices of every asset that names a source.
• Remaining. Awarded minus what the budgeted sources spent: the money left. It turns orange when it's below zero.
• Spent Without a Budget. What sources with no awarded amount have spent. It shows only when there is some, and never comes out of Remaining.

Funding Remaining Over Time#

One line per source that has an awarded amount. Each point is what was left at the end of that month: the amount awarded, minus everything bought from it up to then. A line that drops below $0 is over budget. A line marks $0.

An asset counts in the month of its purchase date. Assets with no purchase date or no purchase price don't appear on the chart, though their price still counts in Spent above.

The chart shows only when at least one source has an awarded amount and at least one of its assets has a purchase date and price.

For example, a $120,000 bond funded in August buys 300 Chromebooks at $300 in September and 20 interactive panels at $1,500 in January. Charted on its own, its line starts in September, the first month with a purchase, at $30,000, stays flat through December, and reaches $0 in January: the bond is fully spent. Had the panels cost $1,800, the line would end at −$6,000, and you'd know to move some of them to another source.

Add or change a funding source#

Select New funding source. You need Manage funding sources (asset-funding-sources.edit); without it the button doesn't show. Add assets (assets.create) isn't enough.

• Name (required). Must match the Funding Source your assets use, for example "E-Rate 2025".
• Amount awarded. Enter it for money with a cap, like a grant or a bond, to chart it and see what's left. Leave it empty for money without one, like the general fund: the source is listed with its spend, but not charted, and its spend never comes out of Remaining. See which to choose.
• Funded date. When the money arrived. For your records.
• Description. Optional. Shown under the name in the list.

Select Save.

To change a source's amount or funded date, select Edit budget on its row in the list below (Set budget for one without an amount). The boxes open right in the row: select the check mark or press Enter to save, the × or Escape to cancel.

Funding Sources#

The list shows every source, in name order:

• Name, with its description under it.
• Awarded. A dash when it has no amount.
• Spent.
• Remaining. Orange when it's below zero. A dash when there's no amount.
• Funded. The funded date, or a dash.

Sources that assets name but that you haven't added yet appear here too, with their spend and no amount. Add them with the same name to give them a budget.

The trash can removes a source's budget, after you confirm with Remove. It shows only with Manage funding sources, and only on a source that has a budget. Its assets keep their Funding Source, so the name stays in the list with its spend, just without an amount. To undo it, add the source again with its amount.

The same sources, with search, are on the Funding sources tab of Admin › Assets › Finance. See Funding sources.