This Grants Glossary is intended to support understanding of terms used in Grants. In some cases, definitions for key terms are accompanied by examples. Note that examples are not comprehensive; not all examples will be relevant, applicable, or appropriate to all organizations.
- Configurations - Configurations allow types and statuses to be set up for opportunities. See the types and statuses definitions for more information.
Custom Fields - Custom fields allow additional information to be recorded about opportunities. They are a powerful tool to address specific scenarios and can be used for reporting and tracking information. Custom fields can be set up in the format of a text box, a drop-down, a checkbox list, or a date.
- Example: Custom fields can be set up to track specific information for grant opportunities after they have been awarded.
Files - External files associated with an opportunity.
- Example: A .pdf file of a grant award letter.
- GrantStation - GrantStation offers online access to nonprofit organizations to help identify potential funding sources for programs or projects as well as resources to mentor organizations through the grant process.
Notes - Notes allow information to be captured related to an opportunity. Notes are different from tasks because they convey information to other system users, but they do not require a specific action.
- Example: A note for a grant opportunity might include the date that the board approved the grant application for submission.
Opportunities - Opportunities are a relationship management tool used to keep track of grants for which the organization has applied or been awarded. Opportunities can be used in a variety of ways depending on the organization's specific needs.
- Example: A grant opportunity can be added to record a grant for which the organization has applied that will supply equipment for afterschool programs.
- Status - The status defines the stage of an opportunity. These cannot be edited. An opportunity's status has certain effects in the system. For example, when an opportunity's status is changed to Awarded, the Amount Awarded field becomes required.
Tasks - Tasks serve as a reminder of specific actions that need to be completed related to an opportunity.
- Example: A task for a grant opportunity might include gathering data from a specific program manager to submit as part of a grant application.
Type - Type is a field that allows for further categorization of opportunities. Types can be added and edited as desired to meet the organization's needs.
- Example: Possible opportunity types might include general operating support, program funds, and matching grant.