Edit a Grant

Grant details can be edited directly while viewing a grant by entering edit mode or by selecting a left-side menu option while viewing the grant.

The fields and features available to add or edit may differ depending on how your grant is set up and whether you’re working in edit mode, from the grant, or using left-side menu options.

Update A Single Field Grant

You can add or edit many fields one at a time when viewing a grant. 

1. Navigate to a grant record.
2. While viewing a grant, click [add], [edit], [remove], or [change].
   • You may see different, less, or additional options based on your grant setup.
   • When you click [remove] or [change], the update happens automatically.
   • When you click [add] or [edit], the screen will advance to an edit page. Make and save your desired change.
     

The Pay Sponsored Org 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. If you want the vendor to be different for each payment, you must toggle the Sponsored Org field between creating vouchers.

Edit Mode

1. Navigate to a grant record.
2. Click Edit on the left-side menu.
3. Make any updates to editable fields and click Save.
   

Left-Side Menu

1. Navigate to a grant record.
2. Click Edit GLM Options, Copy, Edit Pay Schedule, Edit, Change Grantee, Change Fund, MultiFund Add, or On-Hold on the left-side menu.