Process Synced Grants

After syncing a grant request from GLM to CommunitySuite, the grant must be processed in CommunitySuite before it can be posted and paid. Synced grants can be processed individually or in a batch. 

Process a Single Synced Grant

1. Navigate to the Glm bucket on the Grants page.
2. Click the ID for the grant you want to process. 
3. Click Set Grantee in the left-side menu. 
4. Review the information and options related to mapping the organization in GLM to a profile in CommunitySuite, then click Map Grantees.
   • If the organization in GLM is already mapped to a grantee profile in CommunitySuite, the information will appear with a green checkmark. Unless the mapping is incorrect (in which case you would need to unlink the profile), you can simply click Map Grantees. 
   • If the organization in GLM is not yet mapped to a grantee profile in CommunitySuite, either select the option to create a new profile for the grantee, or select the option to map the grantee to an existing profile in CommunitySuite (if any possible profile matches appear in the drop-down). Then click Map Grantees.
     
     
5. Click Set Fund in the left-side menu.
   • If this needs to be set as a multifund grant, refer to the steps in Create Multifund GLM Grants at this point. 
6. Enter the Fund Name, then click Set Fund.
   
   
   
7. Click Create Grant in the left-side menu. The grant will then move into the New bucket on the Grants page.

From here, next steps include approving the first installment in GLM and posting and approving the grant in CommunitySuite. Details are available in Pay Synced Grants.

Process Synced Grants in a Batch

1. Navigate to the Glm bucket on the Grants page, then filter the list if needed.
2. Click Set Grantee in the left-side menu. 
3. Review the information and options related to mapping each organization in GLM to a profile in CommunitySuite, then click Map Grantees.
   
   
   • If an organization in GLM is already mapped to a grantee profile in CommunitySuite, the information will appear with a green checkmark. Unless the mapping is incorrect (in which case you would need to unlink the profile), there is no action to take for that grantee before you click Map Grantees. 
   • If an organization in GLM is not yet mapped to a grantee profile in CommunitySuite, either select the option to create a new profile for the grantee, or select the option to map the grantee to an existing profile in CommunitySuite (if any possible profile matches appear in the drop-down). Then click Map Grantees once you've taken an action for each grantee as necessary.
   • If you need to skip mapping any grantees, click the X to remove them from this batch action. You can then map them individually instead.
     
     
4. Click Set Fund in the left-side menu.
   • If any of the grants need to be set as multifund, refer to the steps in Create Multifund GLM Grants at this point.  
5. Enter the Fund Name, check the box for each grant that should have this fund set, then click Set Fund.    
6. Click [Yes] to confirm the action.
   
   
   
7. Repeat steps 5 and 6 until a fund is set for each grant.
8. Click Create Grants in the left-side menu.
9. Check the box for each grant you're ready to create, then click Create Grants. The grants will then move into the New bucket on the Grants page in CommunitySuite.
   
   

From here, next steps include approving the first installment in GLM and posting and approving the grant in CommunitySuite. Details are available in Pay Synced Grants.