After syncing a grant request from Grant Lifecycle Manager (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 batch.
Process a Single Synced Grant
- Navigate to the Grants page.
- Click the GLM bucket.
- Click the ID for the grant you want to process.
- Click Set Grantee in the left-side menu.
- Review the information and options related to mapping the organization in GLM to a profile in CommunitySuite, and 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.
- If the mapping is incorrect, then unlink the profile.
- If the organization in GLM is not yet mapped to a grantee profile in CommunitySuite, 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 a profile match appears in the drop-down menu.
- If the organization in GLM is already mapped to a grantee profile in CommunitySuite, the information will appear with a green checkmark.
- Click Set Fund in the left-side menu.
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If this is a multifund grant, refer to Create Multifund GLM Grants before taking this action.
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- Enter the Fund Name, and then click Set Fund.
- Click Create Grant in the left-side menu.
Pay Synced Grants details the next steps.
Process Synced Grants in Batch
- Navigate to the Grants page.
- Click the GLM bucket.
- Click Set Grantee in the left-side menu.
- Filter the grant list if needed before taking this step.
- 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.
- If the mapping is incorrect, then unlink the profile.
- If an organization in GLM is not yet mapped to a grantee profile in CommunitySuite, 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 a profile match appears in the drop-down menu.
- Click the X icon to skip mapping a grantee if needed.
- If an organization in GLM is already mapped to a grantee profile in CommunitySuite, the information will appear with a green checkmark.
- Click Set Fund in the left-side menu.
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If any of the grants are multifund, refer to Create Multifund GLM Grants before taking this action.
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- Enter the Fund Name, check the box for each grant that should have this fund set, and then click Set Fund.
- Click [Yes] to confirm the action.
- Repeat steps 6 and 7 if needed.
- Click Create Grants in the left-side menu.
- Check the box for each grant you are ready to create, and then click Create Grants.
- Click [Yes] to confirm the action.
Pay Synced Grants details the next steps.