Adding grant opportunities in the system allows you to make use of key features for both pre- and post-award management. Within a grant opportunity, you can add tasks and notes, connect the funder's profile, assign users, and track the status and due dates. Revenue and expenses related to the grant can also be added, allowing an opportunity budget to be created and a spend down report to be utilized.
Add and Edit a Grant Opportunity
Grant opportunities can be added manually, by copying another grant opportunity or by importing a file of grant opportunity data. Users and profiles can be added to a grant opportunity.
Grant Opportunity Custom Fields
Grant opportunity custom fields capture specific information about a profile. Some examples of commonly created grant opportunity custom fields include award details, primary contact, and fiscal year for grant.
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Grant Types
The default grant opportunity types can be edited and additional types can be added on the Types & Statuses page.
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Spend Down Report
The spend down report for a grant opportunity displays the revenue and expenses related to that opportunity. The statement of activities report allows for additional filtering by program service.
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Opportunity Budgets
For each grant opportunity, you can create one or more budgets to plan for revenue and expenses. An opportunity budget to actuals report can also be run to view the budgeted versus actual amounts and variance.