Add a funding request - Details tab

1. From the Funding Plan page, on the Funding Requests tab , select Add. The Add a funding request screen appears and defaults to the Details tab.

2. In the Grant program field, select the name of the grant program for the funding plan.

3. When you select the grant program, the name of the grantor that funds the program appears in the Grantor field.

4. In the Status field, select the current status of the request.

5. In the Amount requested field, enter the total amount for funding request.

6. In the Date submitted field, enter the date your organization submitted the request.

7. In Comment field, enter additional information about the request.

8. In the Primary manager field, select the constituent you want to coordinate the grant proposal process.

9. In the Secondary manager field, select the constituent you want to act as a secondary manager.

10. In the Secondary solicitors grid, enter each fundraiser you want to assist with the funding request and select a role for each fundraiser.

    Note: You can select only constituents with a "Fundraiser" constituency for the primary manager, secondary manager, and secondary solicitor roles.

    To learn about the Steps tab, refer to Add a funding request - Steps tab.

11. Select Save. You return to the Funding Plan.