Add grant opportunities in the system to make use of key features for both pre- and post-award management.
Grant Opportunities Video
Add a Grant Opportunity
- Navigate to Grants and click Opportunities on the navigation bar.
- Click Add Opportunity.
- Enter the applicable Create Grantseeking Opportunity information. Asterisks indicate a required field.
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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.
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Select Funder - Profiles with a designation of funder will display in the Funder drop-down list.
- Attach profiles if applicable, and then click Create.
- Use the Quick Add feature to attach profiles that are not already in the site.
- Use the Quick Add feature to attach profiles that are not already in the site.
Edit a Grant Opportunity
- Navigate to Grants and click Opportunities on the navigation bar.
- 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.
- The Grant Opportunities list can be filtered to view only active or only inactive opportunities.
- The status of the opportunity can be toggled from Active to Inactive at the top of the page.
- Click Edit.
- Make applicable edits to the opportunity, and then click Update.
Copy a Grant Opportunity
- Navigate to Grants and click Opportunities on the navigation bar.
- Click the opportunity name.
- Click the More drop-down menu, and then click Copy Opportunity.
- Enter an Opportunity Name, check the boxes next to copy tasks, profiles, or users, and then click Copy Opportunity.
Add Users and Profiles to a Grant Opportunity
Once a grant opportunity is created, users and profiles can be added to indicate their involvement with the grant.
A user with the GrantHub Pro Writer Limited role must be added as a user on a grant opportunity in order to access the opportunity.
Add a User to a Grant Opportunity
- Navigate to Grants and click Opportunities on the navigation bar.
- Click the opportunity name.
- 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
- Navigate to Grants and click Opportunities on the navigation bar.
- Click the opportunity name.
- 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.
Multi-Year Grants
When a multi-year grant is awarded, it can be tracked to show when a certain amount will be received on a certain date.
- Create one grant opportunity for the entire multi-year grant that has been awarded.
- Enter the total amount awarded within the grant opportunity information.
- Enter the total amount awarded within the grant opportunity information.
- 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.