In Nonprofit Cloud for Grantmaking, managing budgets effectively is crucial for both the grantmaker and the applicant. When setting up a Budget, the consultant uses Budget Category records to define how funds are allocated (e.g., Personnel, Travel, Supplies, Overhead).
In many grant applications, the order in which these categories appear is strictly defined by institutional policy or reporting requirements. Unlike standard Salesforce related lists, which often default to sorting by "Created Date" or "Name," the Grantmaking data model utilizes a Sequence Number to control display logic.
Step-by-Step Implementation:
Define Categories: Identify the necessary categories for the grant (e.g., 1. Personnel, 2. Equipment, 3. Travel, 4. Admin).
Assign Sequence Numbers: When creating the Budget Category records (or the Budget Category Value records associated with a specific budget), the consultant must populate the SequenceNumber field.
Category A gets a sequence of 10.
Category B gets a sequence of 20.
Using increments of 10 is a best practice, as it allows for the insertion of new categories later without renumbering the entire list.
Verification: Once the sequence numbers are saved, the Lightning components used in the Grantmaking portal and internal pages will automatically respect this numerical order when rendering the budget table.
This approach ensures that the budget remains consistent across the entire application lifecycle—from the initial proposal to the final disbursement tracking. Option A is incorrect because "rearranging" in a related list via the UI is not a persistent configuration that carries over to portals or documents. Option C is a "hack" that relies on default sorting which is unreliable and difficult to maintain as the record count grows. Using the standard sequence field is the architecturally sound method in NPC.
