Edit a Grant

Grant details can be edited directly from a grant, by entering edit mode, or from the left-side menu.

    Note: 

• The fields and features available to add and/or edit may differ depending on how your grant is set up, and where you're editing from (edit mode, from a grant, left-side menu). 
• You must Unpost a Grant before it can be edited.

1. Select Grants from the Home page.
   
   
   
   
2. In the New grant bucket, select the grant ID number.

Add or Edit from a Grant

1. While viewing a grant, click Add or Edit next to the following fields:
   • Grant Cycle - select a Grant Cycle.
     • Note: if you select a grant cycle, the Public Donations field will automatically be set to Yes.
   • Sponsored Org - this is the name of the organization that is not the qualified nonprofit.
   • Pay Sponsored Org - this toggle will only display if a sponsored org has been set.
     • If the Pay Sponsored Org field says:
       • Yes - creating the voucher will set the Sponsored Org as the vendor on that voucher
       • No - creating the voucher will set the Grantee as the vendor on that voucher
         NOTE: If you want the vendor to be different for each payment, you must toggle the Sponsored Org field between creating vouchers.
   • Grant Advisor
   • Grant Beneficiary
   • Anonymous Grant
   • Grant Type
   • Service Area
   • Grant Letter Template - select a grant letter template from the drop-down.

Edit Mode

1. Click Edit to enter edit mode.
   
   
   
2. While in Edit mode, you can edit the following fields:
   • Grant Date
   • Expense Account (internal grants only)
   • Revenue Account (internal grants only)
   • Description
   • Amount
   • Public Donations - allows direct donations from the public grant page.
   • Grant Category
   • Sort Order
   • Grant Summary

Left-Side Menu
Edit GLM Options 

• Copy - this will create a copy of the grant
• Edit Pay Schedule 
• Change Grantee
• Change Fund