A request can be moved to a different organization from the Request Summary page. You can alternatively add and remove applicants from organizations from the Organizations tab.
Requests with follow ups cannot be reassigned to a different organization.
If the request being moved is linked to CommunitySuite, it will need to be unlinked before movement can take place. Once a grant is unlinked from CommunitySuite, it cannot be relinked. The CommunitySuite and GLM/SLM Integration Overview contains additional resources that can help with linked grants management. If you have additional questions, contact Support before unlinking any grants.
Move a Request to a Different Organization from the Request Summary Page
To reassign a request to a different organization from the Request Summary page, the applicant must either already be added to that organization, or the request must be unassigned in order to move the request to the other organization.
- Click Search on the upper navigation bar, and then click Requests & Decisions.
- Enter the Search Criteria for the request, and then click Search.
- Click the project name.
- Click the Advanced Options drop-down menu.
- Enter the applicable organization name into the Reassign To drop-down list and select the organization name from the list.
- The drop-down only populates with organizations associated with the applicant. If the request is unassigned, all organizations will populate as the organization name is entered.
- The drop-down only populates with organizations associated with the applicant. If the request is unassigned, all organizations will populate as the organization name is entered.
- Click Reassign Organization.
- Click OK.