After grant types / philanthropic interest types have been created, they can be added to profiles.
- When Allow Profile Edit is enabled in Portal Settings, the list of philanthropic interest types will display on the Fund Management tab of the Portal and can be edited by the fund advisor. If Allow Profile Edit is not enabled, then the list does not display.
Grant type is set on the Default Grant Type field of the grantee designation. When this is set on a grantee and a new grant is created for that grantee, the grant type field on the grant record defaults to the value set on the grantee designation.
Assign Grant Types
Assign to Individual Grantee
- Navigate to the Grantees page.
- Enter the grantee name in the Search Grantee field and select the grantee from the drop-down list.
- Click Grantee in the Designations section.
- Click Edit in the left-side menu.
- Select the Default Grant Type from the drop-down menu, and then click Save.
The default grant type will now auto-fill into the Grant Type field for grants created for this grantee. It can be changed on the grant record if needed.
Default grant types can also be assigned to profiles in bulk using a profiles bulk update template for Names. The grant types entered in DefGrantType column in the Names bulk update template must match existing grant types in the system. Bulk Update and Delete Profiles contains more information about how to do bulk updating on profiles.
Assign in Bulk to Grants
Grant types can be assigned in bulk from the New, Approval, and Voucher Grant buckets. They can also be set from any Grant Report that includes a Grant ID.
- Navigate to the Grants page.
- Click the New, Approval, or Voucher bucket.
- Click Set Grant Type in the left-side menu.
- Select the Grant Type from the drop-down menu, check the box for the grants to be updated, and then click Update.
Assign Philanthropic Interest Types
Philanthropic Interest Areas can be assigned to profiles one at a time or in bulk.
Assign to a Profile
- Navigate to a profile.
- Click Edit in the left-side menu.
- Check the Philanthropic Interest Type Name boxes that apply, and then click Save.
The philanthropic interest types are now visible on the profile and available in reporting.
Assign in Bulk
- Build a list of profiles that has at least one filter using one of the options below.
- Build a profiles filter report.
- Build a custom report that includes Profile ID as a field.
- Click Add Philanthropic Interest in the left-side menu.
- Click a philanthropic interest type name.
- Click [Yes].