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Create Custom Funding ClassificationsCreate Custom Funding Classifications

What

In Pure it is possible to create a custom funding classification for Awards and Applications.
This is configured in Administrator > Unified Project Model > Funding Classification Configuration.
Below is a step by step guide to help configure this.

How

  • First, you will want to create the classification scheme: Master Data > Classification Schemes.
  • You should then be able to find this classification scheme in the list under Admin > Unified Project Model > Funding Classification Configurations (Note: After creating the classification scheme, you will need to log out of Pure then back in so that the classification scheme appears).
  • Next, click on the classification you created so it goes into the "selected" box and save the updated configuration.
  • This should then be available as a drop down directly on the funding:

More information

KB-495 Type field in classification schemes
KB-711 Create custom classification scheme for use as keywords
KB-250 How to import a controlled vocabulary

Published at October 15, 2023

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Keywords
  • classification schemes
  • applications
  • grant

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