Edit a Grant

Grant details can be edited directly from a grant record or by utilizing a left-side menu option while viewing the grant. A grant must be unposted before it can be edited.

The fields and features available to add or edit may differ depending on how the grant is set up and what edit option is being used.

Update A Single Field Grant

When viewing a grant record, field information can be added or edited one field at a time. 

1. Navigate to a grant record.
2. On the grant record, click [add], [edit], [remove], or [change].
   • Based on grant setup, different, less, or additional options may be displayed.
   • The update happens automatically when [remove] or [change] is clicked.
   • The screen will advance to an edit page when [add] or [edit] is clicked. Changes must be saved.
     
     
     

The Pay Sponsored Org toggle will only display if a sponsored org has been set.

• If the Pay Sponsored Org field displays Yes, then creating the voucher will set the Sponsored Org as the vendor on that voucher.
• If the Pay Sponsored Org field displays No, then creating the voucher will set the Grantee as the vendor on that voucher.
  • If the vendor is to be different for each payment, toggle the Sponsored Org field between creating vouchers.

Edit Mode

1. Navigate to a grant record.
2. Click Edit in the left-side menu.
3. Make any necessary edits, and then click Save.
   
   
   

Change a Grant Recipient

A grant recipient can only be changed if the grant is unposted and unapproved.

1. Navigate to a grant record.
2. Click Change Grantee in the left-side menu.
3. Enter the grantee name in the External Grantee field and select the grantee from the drop-down list. 
   • If this is an internal grant, enter the name of the new fund, and then click Review.
     

Change Grant Fund

To change the fund on a grant record, the grant must be unposted and unapproved.

1. Navigate to the grant record.
2. Click Change Fund in the left-side menu.
3. Enter the new fund name in the Fund field and select the fund from the drop-down list.
   
   
4. Click Save.