Setting Funding Rules and Rates

Funding rules allow you to set up how project funding is calculated. They determine what percentage of the budget or expenses will be covered by funding.

To apply funding correctly, you need to create funding rules. A funding rule includes a funding rate (%), which is used to calculate the funded amount for specific activities.

Which activities a funding rule applies to depends on three factors:

Activity type (e.g., Research, Management)
Participant type (e.g., University, SME)
Cost category (e.g., Personnel, Equipment)

By defining funding rules, you ensure that the system automatically calculates funding according to your project’s structure.

You can define the funding rate in EMDESK by setting up funding rules under Settings → Customization → Funding Rules. This allows you to configure different funding rates based on participant type, activity type, and cost category.

For a detailed step-by-step guide, please refer to this video tutorial:

How to Set Up a Funding Rule:

Go to Settings → Customization and scroll down to Funding Rules
Click Add Funding Rule and enter a name.
Enter a name for the rule and specify the participant type, activity type, and cost category (if applicable, otherwise choose All) the rule should apply to.
Enter the funding rate for plan and actual direct and indirect costs.
Enter a description for the rule.
Save the rule.

Important: Assigning the Correct Types

For the funding rule to apply correctly, you must assign your projects, activities, and participants to the relevant types:

In the Work Plan, make sure your project and activities are assigned to the correct activity type that matches your funding rule.
In the Participants section, verify that organizations are assigned to the correct participant type (e.g., Research Institute) if you have rules based on this.

Example:

Funding rules are 50% on all kinds of participants, activities, and cost categories, except 75% for research activities, but for NPOs personnel costs are funded with 100% and no funding for large enterprises, management, and travel.

Once everything is correctly assigned, the funding rule will automatically apply to budget planning and expense reporting.

Hint:

To see how funding is applied in your project, you need to adjust your table settings:

In each relevant table, go to Table Settings and add the necessary funding-related columns (e.g., "Funding Rate," "Funded Amount").
In Analytics reports, go to Settings and activate the Funding option to make it visible in reports.

These steps will allow you to track funding allocations and calculations directly within EMDESK.