Grant Opportunities

1. Navigate to Grants and click Opportunities on the navigation bar.
2. Click Add Opportunity.
   
   
3. Enter the applicable Create Grantseeking Opportunity information. Asterisks indicate a required field.
   
   • Select Funder - Profiles with a designation of funder will display in the Funder drop-down list.
     • Multiple funders can be selected.
     • Use the Quick Add feature to add funders that are not already in the site.
       
       
4. Attach profiles if applicable, and then click Create.
   • Use the Quick Add feature to attach profiles that are not already in the site.

1. Navigate to Grants and click Opportunities on the navigation bar.
2. Click the opportunity name.
   
   
   • The status of the opportunity can be toggled from Active to Inactive at the top of the page.
     • The Grant Opportunities list can be filtered to view only active or only inactive opportunities.
       
       
3. Click Edit.
   
   
4. Make applicable edits to the opportunity, and then click Update.

1. Navigate to Grants and click Opportunities on the navigation bar.
2. Click the opportunity name.
   
   
   
3. Click the More drop-down menu, and then click Copy Opportunity.
   
   
4. Enter an Opportunity Name, check the boxes next to copy tasks, profiles, or users, and then click Copy Opportunity.
   

Once a grant opportunity is created, users and profiles can be added to indicate their involvement with the grant.  

Add a User to a Grant Opportunity

1. Navigate to Grants and click Opportunities on the navigation bar.
2. Click the opportunity name.
   
   
3. Enter the user's name in the Attach Users field, select the user from the drop-down list, and then click Add.
   
   
   

Add a Profile or Profile List to an Opportunity

1. Navigate to Grants and click Opportunities on the navigation bar.
2. Click the opportunity name.
   
   
3. Enter the profile or profile list's name in the Attach Profiles field, select the profile or profile list from the drop-down list, and then click Add.

When a multi-year grant is awarded, it can be tracked to show when a certain amount will be received on a certain date. 

1. Create one grant opportunity for the entire multi-year grant that has been awarded.
   • Enter the total amount awarded within the grant opportunity information.
     
     
2. Add three receivable revenue transactions with different due dates in Financials.
   • Due dates can be selected based on when portions of the grant will be received.
   • Associate each receivable revenue entry with the multi-year grant opportunity.
     
     

When the grant money is received and posted, add it as remittance revenue for the receivable revenue entry initially created.