Managing Funding opportunities

Standard workflow

A. Create

1. Open https://pirt.demo.weebpal.com/manage/content/funding inside the https://pirt.demo.weebpal.com/manage workspace.
2. Click the + Add new button at the top right.
3. Fill in the fields (see the table below). Required fields are marked *.
4. Click Save as Draft to keep it private, or Save and Publish if you have publish rights (Manager+).
5. The system auto-creates a URL alias (Pathauto) and pushes the entry into the search index.

B. Edit

1. From the https://pirt.demo.weebpal.com/manage/content/funding list, use the filters (title, status, category) to find the record.
2. Click the title — or the Edit action under the Operations column.
3. Update the content and click Save. Every save creates a new revision that you can review or roll back from the Revisions tab.

C. Publish / Unpublish

• Editor can only move content to In review (waiting for approval).
• Manager moves content to Published or Archived to remove it from the public site.
• Every status change is written to the activity log.

D. Delete

• Click Delete under the Operations column (Manager+ only).
• Drupal keeps the revision history; hard-delete requires an Administrator.

Fields

Field	Type	Required?	Editor's note
uid (author)	Reference (user)	Yes
status (published flag)	Boolean	No
moderation_state	String	No
title	Text (255)	Yes	Funding call title (shown on the listing card and detail page).
body	Long text + summary	No	Rich-text description shown on the detail and (summary) on the listing card.
field_funding_status	List (text)	No	Allowed values: open · closing_soon · closed · coming_soon · draft. Drives the listing badge and the manage-sidebar radio.
field_funding_amount	Text (64)	No	Display string, e.g. £600k – £3.0m. Free-form because amounts span ranges, currencies and rolling windows.
field_application_deadline	Datetime	No	Renders as the "Closes …" badge. closing_soon auto-flags within 14 days of this date.
field_deadline_timezone	List (text)	No	One of Pacific/Auckland, Pacific/Fiji, Pacific/Tahiti, Pacific/Noumea, UTC. Pair with field_application_deadline so the deadline renders at the correct local time.
field_funding_apply_url	Link	No	External application URL (Apply CTA target).
field_funding_category	Entity reference (taxonomy: funding_category, multi)	No	Drives category facets on the public listing.
field_image	Image	No	Banner image for hero / detail page.

Full field reference: funding_opportunity.md.

House style

• Status workflow: start as draft, flip to open when the call goes live, the system auto-marks closing_soon within 14 days of the deadline, then flip to closed after the deadline passes. (coming_soon is optional pre-announcement state.)
• Deadline + timezone: always set both. A deadline without a timezone may render at the wrong local time for Pacific applicants.
• Apply link: prefer an internal webform; if external, check the link is alive every quarter.
• After closing: keep the record (status = closed) for historical reference; don't delete. Closed entries stay visible in the manage list for editors but drop off the public listing.

Editor vs Manager view

The same screen as each role sees it. Click a row to expand.

Editor

Manager