Homework Tasks Overview

This video provides an overview of GrantHub Pro.

• Resource:
  • GrantHub Pro Overview 

Homework to be completed:

1. Set up Types from the Configurations page.
   • Resource:
     • Grant Types and Statuses
2. Create a new opportunity custom field.
   • Resource:
     • Opportunity Custom Fields
3. Add two grant opportunities into your Sandbox site.
   • Resource:
     • Grant Opportunities 
4. Make a list of what types of grants and custom fields you want and why.
5. Bring a copy of what you currently use to track your grants (i.e. spreadsheet) to the next training call.
6. Add any questions or comments to the Implementation Opportunity notes page.

Migration Homework

1. Begin the Grants Import template that is attached under files on this task.
   • If you are migrating in grants, this task should be finished by your third training call.
     • Resource:
       • Migrate Data into GrantHub Pro

Homework to be completed:

1. Add a profile custom field.
   • Resource:
     • Profile Custom Fields
2. Create an organization profile and an individual profile.
   • Resource
     • Profiles
3. Add a note to a profile.
   • Resource:
     • Notes
4. Add a task to a profile.
   • Resource:
     • Tasks
5. Create a profile list.
   • Resource:
     • Profile List
6. List what profile custom fields you want to use and why.
7. Add any questions or comments to the Implementation Opportunity notes page.

Migration Homework

1. Begin the Profiles Import template that is attached under files on this task.
   • If you are migrating in profiles, this task should be finished by your third training call.
     • Resource:
       • Migrate Data into GrantHub Pro 

1. Export a Chart of Accounts from your accounting software or fill out the Accounts Import template found under files on this task and email it to your Implementation Consultant prior to your financials training.
   • See Step 1 in the Optional Homework section found below for more information.

Optional Homework:

1. Create three accounts for the following types: asset, liability (accounts payable), and expense.
   • Resource:
     • Accounts
2. Create a program service.
   • Resource:
     • Program Services
3. Enter a revenue and expense on a grant.
   • Resource:
     • Revenue
     • Expenses
4. List what program services you want to add and why.
5. Bring any financial reports you want to continue running to the next training call for discussion. 
6. Add any questions or comments to the Implementation Opportunity notes page.

Migration Homework

1. 1. Begin the Financials Import templates that are attached under files on this task.
      • If you are migrating in financials data, this task should be finished by your third training call.
        • Resource:
          • Migrate Data into GrantHub Pro