Video demonstration of how to set up grant funding for an existing project. If you prefer a step by step guide to create and activate a Customer Contract, please see: Create a Grants Revenue Contract for an Existing Project | Knowledge Base | SF Employee and SF City Partner Support


In Part Two, we also enter a budget for the Grant Project, book a sample expenditure so that we can generate and approve an invoice. In Part Three, we deposit the payment from the Sponsor / Customer and apply it to the invoice using Payment Predictor.


Author: Rob Conner

Date: 7/24/2025

Version: 3.0




Part One:


Create Contract

  • Add contract line
  • Set up Billing Plan
  • Set up Amount Allocation
  • Set up Accounting Distribution
  • Set up Contract Terms (link to existing project)

Activate Contract

Check the Billing Plan and Revenue Plan have status “Ready”

Generate and populate the Award Profile








Part Two:


Create and post a Budget Journal

Create and post a journal to book expenses to GL

Run billing and related processes to create an Invoice

Review and approve the Billing Worksheet



Part Three:


Enter Payment and Deposit using Payment Predictor

Run Payment Predictor

View Collections Workbench