CommunitySuite GLM Settings

Once you’ve created a CommunitySuite Process in GLM, the next step is to configure your GLM settings in CommunitySuite before syncing grants to GLM. The default settings are configured in Grants Settings, but different default settings can be configured at the fund level. When syncing one or more specific grants, the settings can also be adjusted at the grant level if needed. 

Configure Default GLM Settings in Grants Settings

First, configure the sitewide default GLM settings, following the steps below. 

1. Navigate to the Grants page and click Settings in the left-side menu.
2. Click Edit Settings in the left-side menu.
3. Select the desired default option for Send Grants to GLM.
   • Enabled - Pre Approval: Allows you to sync grants to GLM prior to approval. In a subsequent step you'll select the default status in GLM for grants to sync into. A synced grant will then need to be approved in GLM before it can move forward in CommunitySuite for payment. 
   • Enabled - Post Approval: Allows you to sync grants to GLM after approval. Grants will sync into the approved status in GLM.  
4. Click Update at the bottom of the page.
   
   
5. Click Default GLM Settings in the left-side menu.
6. Click Edit in the left-side menu.
7. Select the desired option for each setting, then click Next. 
   • Default GLM URLKEY: Select the URL key for your default GLM site for syncing grants.  
   • Default GLM Process Name: Select the default CommunitySuite process in your GLM site to receive synced grants.
   • Default GLM Status: Select the default status to assign synced grants in your GLM site.
     • If you selected pre-approval as your default, you can choose from the ApplicationDraft, ApplicationSubmitted, ApplicationComplete, or ApprovalDraft statuses. 
     • If you selected post-approval as your default, the Approved status is the only option.
       
       
       

Configure Default GLM Settings for a Fund

Once you've configured the sitewide GLM settings, you can configure specific settings for a fund if needed following the steps below. When syncing a grant from this fund, the fund settings will be the default rather than the sitewide settings.

1. Navigate to the fund record. 
2. Click [edit] in the Send Grants to GLM field.
    
3. Select the desired option for Send Grants to GLM, then click Save.
   
   
4. Click [edit] in the Send Grants to GLM field.
   
   
5. Adjust the options for each setting as needed, then click Save.
   
   

Adjust GLM Settings for a Grant

When syncing a specific grant or a batch of grants, you have the option to adjust the GLM settings for that grant/those grants. 

Instructions for adjusting the GLM settings when syncing grants in a batch are available in Sync CommunitySuite Grants to GLM.

Follow the steps below to adjust the GLM settings for a single grant before syncing it to GLM. 

1. Navigate to the grant record. 
2. Click Edit GLM Options in the left-side menu. 
3. Adjust the settings as needed, then click Save.