--- title: Fund Stage description: Fund stage setup and functionality --- [Skip to content](https://help.ideascale.com/fund#main-content) English Show submenu for translations [![IdeaScale](https://help.ideascale.com/hs-fs/hubfs/ideascale-logo.png?width=223&height=31&name=ideascale-logo.png)](https://help.ideascale.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Go to ideascale.com](https://ideascale.com/) [Go to ideascale.com](https://ideascale.com/) Hi!👋 How can we help you today? - There are no suggestions because the search field is empty. 1. [IdeaScale Support Center](https://help.ideascale.com/?hsLang=en) 2. [Campaign Management](https://help.ideascale.com/campaign-management?hsLang=en) 3. [Workflow](https://help.ideascale.com/campaign-management?hsLang=en#workflow) # Fund Stage ## Fund stage setup and functionality ***Path: Workspace Homepage >> Navigation Panel >> >> Campaign >> Community >> Workflow >> Fund Stage*** | What is the Fund Stage? | | --- | | The Fund Stage is a workflow stage in which funds are allocated to participants so that Funders can distribute available resources across selected ideas to prepare them for implementation. | The Fund Stage is configured across four tabs — Info, Settings, Automation, and Permissions — by a Community Administrator or Campaign Administrator. Once enabled, permitted community members can pledge funds to ideas in the stage, and each idea displays a progress bar showing the percentage of its funding target reached. --- ### Role Permissions 1. Community Administrator or Campaign Administrator: Configures the Fund Stage (Info, Settings, Automation, and Permissions tabs), manages member fund balances through Manage Funds, and exports the fund report to Excel. 2. Community Member: Can pledge funds to ideas in the Fund Stage and view funding progress only if granted access through the stage's Permissions tab, which the Community Administrator can extend to all members, a specific group, or a specific Team Member role. --- **TABLE OF CONTENTS** [Fund Stage Setup](https://help.ideascale.com/fund#setup) [1. Info](https://help.ideascale.com/fund#info) [2. Settings](https://help.ideascale.com/fund#settings) [3. Automation](https://help.ideascale.com/fund#automation) [4. Permissions](https://help.ideascale.com/fund#permissions) [Stage Functionality on Homepage](https://help.ideascale.com/fund#stage-functionality)[Manage Funds](https://help.ideascale.com/fund#manage-funds)[Export to Excel](https://help.ideascale.com/fund#export-to-excel) [Exceptions](https://help.ideascale.com/fund#Exceptions) [Frequently Asked Questions](https://help.ideascale.com/fund#FrequentlyAskedQuestions) --- ### Fund Stage Setup Fund Stage setup is divided into four tabs — Info, Settings, Automation, and Permissions. 1. Info ![Screenshot 2026-02-26 at 2.09.28 PM](https://help.ideascale.com/hs-fs/hubfs/Screenshot%202026-02-26%20at%202.09.28%20PM.png?width=350&height=603&name=Screenshot%202026-02-26%20at%202.09.28%20PM.png) The Info tab contains basic details about the stage: - Stage Function: Select Fund Stage from the dropdown. Once selected and saved, this field is greyed out and cannot be changed to another stage. - Stage Name: A custom name or label for the stage. Note: Character limit is 40. - Stage Key: A unique identifier for the stage, required for API call data retrieval. Once saved, the key cannot be changed. - Description: A description of the stage's functionality or intended use. This description appears as mouseover text on the stage stack in the right navigation of the Community Homepage. - Stage Color: A color for the stage, selected from 10 available default options. - Reported Ideas As: Sets the stage to apply the Selected or Implemented label to all ideas within it, or leaves the field blank to apply neither. **[*Help article on Selected & Implemented Ideas*](https://help.ideascale.com/selected-implemented?hsLang=en)** - Enable Stage: Activates the stage, allowing ideas to be moved into it. - Stage Change Notification: Activates the stage change email notification, sent to members who have opted in. --- #### 2. Settings ![Screenshot 2026-02-26 at 2.11.10 PM](https://help.ideascale.com/hs-fs/hubfs/Screenshot%202026-02-26%20at%202.11.10%20PM.png?width=350&height=424&name=Screenshot%202026-02-26%20at%202.11.10%20PM.png) The Settings tab contains stage-specific settings: 1. Currency Type: Sets the currency used in the stage — USD, EUR, GBP, JPY, AUD, CAD, HKD, CHF, AED, WD (Wooden Dollars), Hours (time unit), or Tokens. Once selected and saved, the currency type cannot be changed (for example, USD cannot later be changed to EUR). 2. Target Type: Determines how funding targets are applied. The Community Administrator can choose one of the following:   1. Set Default Target for all Ideas:  Applies a single target funding amount, entered by the Community Administrator, to every idea in the Fund Stage. ![Screenshot 2026-02-26 at 2.49.12 PM](https://help.ideascale.com/hs-fs/hubfs/Screenshot%202026-02-26%20at%202.49.12%20PM.png?width=350&height=116&name=Screenshot%202026-02-26%20at%202.49.12%20PM.png)    2. Idea Specific Targets: Allows selected members — the Idea Team, Idea Submitters, or a specific group — to set an individual funding target for each idea. Selecting Specific Group opens an additional dropdown to choose the group. ![Screenshot 2026-02-26 at 2.55.36 PM](https://help.ideascale.com/hs-fs/hubfs/Screenshot%202026-02-26%20at%202.55.36%20PM.png?width=350&height=168&name=Screenshot%202026-02-26%20at%202.55.36%20PM.png)    3. No Target: Sets no funding target for the stage. Ideas do not display a progress bar in this case, since there is no funding goal to measure contributions against. **Automatically start all new members with funds:** When enabled, allows the Community Administrator to allocate a fixed amount of funds to all community members using the Starting Funds per Member field, so each member can pledge portions of their funds across different ideas to support implementation. ![Screenshot 2026-02-26 at 3.10.44 PM](https://help.ideascale.com/hs-fs/hubfs/Screenshot%202026-02-26%20at%203.10.44%20PM.png?width=350&height=83&name=Screenshot%202026-02-26%20at%203.10.44%20PM.png) **Show Funders:** When enabled, displays the names of members who have pledged funds under the Idea Activity tab on the idea detail page, so participants can see which community members are funding the idea. **Stop pledge above target amount for an idea:** When enabled, prevents additional funds from being pledged to an idea once its target amount has been reached. --- #### 3. Automation ![Screenshot 2026-02-26 at 2.11.56 PM](https://help.ideascale.com/hs-fs/hubfs/Screenshot%202026-02-26%20at%202.11.56%20PM.png?width=350&height=257&name=Screenshot%202026-02-26%20at%202.11.56%20PM.png) The Automation tab configures automation for the Fund Stage. When enabled, an idea automatically advances to the next stage in the workflow once its funding target is reached. --- #### 4. Permissions ![Screenshot 2026-02-26 at 2.12.39 PM](https://help.ideascale.com/hs-fs/hubfs/Screenshot%202026-02-26%20at%202.12.39%20PM.png?width=350&height=462&name=Screenshot%202026-02-26%20at%202.12.39%20PM.png) The Permissions tab defines who can receive a fund balance to pledge in the stage and who can view funding progress and funding activity on the idea detail page. The Community Administrator can configure these permissions for all community members, for a specific group, or for a specific Team Member role (available only if a team role has been specified and filled in a Build Team stage within the same funnel). --- ### Stage Functionality on Homepage Once an idea moves to the Fund Stage, the Idea Owner, a team member, or a group member sets a funding goal using the Edit Target option. ![contribution copy](https://help.ideascale.com/hs-fs/hubfs/contribution%20copy.jpg?width=670&height=335&name=contribution%20copy.jpg) Community members permitted to participate in the Fund Stage can then select the FUND button on the idea, which opens the idea detail page, enter a pledge amount in the contribution field, and select Contribute. A progress bar on the idea shows the percentage of the target funded. ![fund idea detail copy](https://help.ideascale.com/hs-fs/hubfs/fund%20idea%20detail%20copy.jpg?width=670&height=739&name=fund%20idea%20detail%20copy.jpg) While the idea remains in the Fund Stage, permitted members can see the amount funded and edit the funds they have already pledged. Members who are not permitted to view or participate do not see the progress bar, the funding percentage, or the total funds pledged. ![awaiting fund copy](https://help.ideascale.com/hs-fs/hubfs/awaiting%20fund%20copy.jpg?width=670&height=682&name=awaiting%20fund%20copy.jpg) --- ### Manage Funds A Community Administrator can adjust member fund balances by adding or removing funds, either for all community members at once or for individual members. To do this: ![add-remove funds](https://help.ideascale.com/hs-fs/hubfs/add-remove%20funds.gif?width=670&height=341&name=add-remove%20funds.gif) 1. Navigate to the Workflow edit screen. 2. Select More (three dots) >> Manage Fund. 3. Select Add Fund or Remove Fund. 4. Enter the amount to add to or deduct from the current balance. 5. Select the check mark to confirm the change. --- ### Export to Excel A Community Administrator can export a consolidated fund report by selecting the Excel link in the top right corner.  ![Screenshot 2026-02-26 at 3.24.26 PM](https://help.ideascale.com/hs-fs/hubfs/Screenshot%202026-02-26%20at%203.24.26%20PM.png?width=670&height=188&name=Screenshot%202026-02-26%20at%203.24.26%20PM.png) The report allows review of the funds contributed by members for specific ideas and whether each idea has met its funding target. The report contains two sheets: **1. Fund Target V/s Fund raised** Compares each idea's funding target against the amount raised. ![fund excel 1 copy](https://help.ideascale.com/hs-fs/hubfs/fund%20excel%201%20copy.jpg?width=670&height=284&name=fund%20excel%201%20copy.jpg) **2. Funded Ideas with member funding** Lists funded ideas along with each member's individual contribution. **![fund excel 2 copy](https://help.ideascale.com/hs-fs/hubfs/fund%20excel%202%20copy.jpg?width=670&height=143&name=fund%20excel%202%20copy.jpg)** ***Note: Fund Score is calculated as Total Collection Percentage divided by the Number of Visited Fund Stages.***   --- ### Exceptions 1. Editing a Pledge After Fund Depletion: A member who has pledged all their funds can still edit amounts already pledged to an idea, but only if Allow Members to Edit Pledge Amount Given to an Idea is enabled in the stage settings. 2. Full Fund Withdrawal: A member who has pledged all their funds to a single idea can withdraw the full pledged amount, leaving no balance behind. 3. Fund Score Across Differing Units: In the Export Report and the Idea Leaderboard (Outcome Dashboard), total fund score is shown as the Average Collection Percentage across all Fund Stages, regardless of the fund unit used, since an idea may pass through Fund Stages with different currency types. 4. Fund Score Eligibility: Only Fund Stages where the idea has a target amount set are included in the fund score calculation. --- ### Frequently Asked Questions #### Can the currency type be changed after the Fund Stage is saved? No. Once the Currency Type is selected and saved in the Settings tab, it cannot be changed to a different currency. #### What happens to the progress bar if no funding target is set? If Target Type is set to No Target, the idea does not display a progress bar, since there is no funding goal against which contributions can be measured. #### Who can see how much a member has funded toward an idea? Visibility depends on the Permissions tab configuration. Only community members permitted to view funding activity can see the progress bar, funding percentage, and total funds pledged on the idea detail page; members without permission do not see this information. #### Can a member withdraw only part of the funds they pledged to an idea? A member who has pledged all their funds to a single idea can withdraw the entire pledged amount. Editing to a partial amount requires Allow Members to Edit Pledge Amount Given to an Idea to be enabled in the stage settings. --- **Related Articles** - [Help Article for Selected & Implemented Ideas](https://help.ideascale.com/selected-implemented?hsLang=en) - [Help Article for Campaign Management](https://help.ideascale.com/campaigns-campaign-management?hsLang=en) Last Updated: September 21, 2026 - [Product Updates](https://help.ideascale.com/product-updates?hsLang=en#main-content) - [2026](https://help.ideascale.com/product-updates?hsLang=en#2026) - [2025](https://help.ideascale.com/product-updates?hsLang=en#2025) - [Workspace](https://help.ideascale.com/workspace?hsLang=en#main-content) - [Workspace Homepage](https://help.ideascale.com/workspace?hsLang=en#workspace-homepage) - [Manage Workspace](https://help.ideascale.com/manage-workspace?hsLang=en#main-content) - [Workspace Configuration](https://help.ideascale.com/manage-workspace?hsLang=en#workspace-configuration) - [Email Settings](https://help.ideascale.com/manage-workspace?hsLang=en#email-settings) - 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