Sync CommunitySuite Grants to GLM

1. Navigate to the grant in CommunitySuite.
   • The default settings defined either in Grants Settings or the fund for the GLM site, process, and request status will apply. 
   • If needed, you can click Edit GLM Options in the left-side menu to change the site or process before continuing.  
2. Click Send to GLM in the left-side menu.

The grant has now been synced to GLM. 

• If you sent it post-approval in CommunitySuite, the grant will appear on the All Open Approvals workload page in GLM.
• If you sent it pre-approval in CommunitySuite, it will appear on the corresponding workload page in GLM.
  • For example, Application Complete if ApplicationComplete was selected as the GLM status in your CommunitySuite settings for the grant.
• You can send denied grants to GLM pre-approval into the denied bucket in GLM.
  • If you do not see an option to send to GLM, edit the GLM options to set to pre-approval. Once set, the Send to GLM option will appear. 
• If the denied grant was sent pre-approval in CommunitySuite, the denied grant from CommunitySuite will have installments associated with it.
  • These installments will show in Payment Tracking and Installment Reporting in GLM. They will have $0.00 paid and show a balance remaining. To avoid these installments, use the Request Status filter to filter out all denied requests. 
• If the grant was sent pre-approval in CommunitySuite, it will remain in the New bucket in CommunitySuite and the GLM Approval field will display [Requires approval in GLM] until the grant is approved or denied in GLM. 
• If the grant is approved in GLM, the GLM Approval field in CommunitySuite will automatically update to Approved, and the grant can be posted and approved in CommunitySuite.

You can only send all approved grants or all denied grants in a batch.

1. Navigate to the appropriate grants bucket and filter the list if needed.
   • Grants can be synced pre-approval in batch from the New bucket or post-approval from the Voucher, Paid, or Complete buckets. 
2. Click Send to GLM in the left-side menu.
3. Check the box for each grant you want to sync to GLM.
   
   
   • By default, the grants will be synced to the GLM site, process, and status defined in Grants Settings or the funds.
4. To make changes for the selected grants, check the Set GLM Options box and make the necessary changes.
   • To batch send denied grants, change the GLM status to Denied from the drop-down menu.
     
     
5. Click Send All to GLM.
   
   

The grants have now been synced to GLM, where they can be found on the corresponding workload page. For example, All Open Approvals if synced post-approval or Application Complete if ApplicationComplete was selected as the GLM status when syncing.

• If grants were sent pre-approval in CommunitySuite, they will remain in the New bucket in CommunitySuite and the GLM Approval field for each will display [Requires approval in GLM] until the grant is approved in GLM. 
  • Once the grant is approved in GLM, the GLM Approval field in CommunitySuite will automatically update to Approved, and the grant can be posted and approved in CommunitySuite.