Add a funding request - Steps tab

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

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

  2. To add steps from a funding request outline you previously created or manually enter steps for the request, select the Steps tab.

  3. In the Outlines field, select the step outline to add to this request. To add the steps to the grid, select Add steps from outline.

    To add steps from multiple outlines, select another outline and select Add steps from outline again. If an outline does not exist, you must manually add steps to the funding request. For information about how to create funding request outlines, refer to Funding Request Outlines.

    Tip: To change the status of one or more entries in the steps grid, select the steps to update, then select a status from the Update status to field. To add a step to the grid, select Insert. To add the step in a specific location, select the row below where you want the step to appear and select Insert. To remove a step, select the row in the grid and select Delete. To further customize a selected step, select Edit additional details. You can add comments and enter the solicitors and participants you want to assist with the step. For information about the items on this screen, refer to Add a Step Screen.

  4. In the Expected date column, enter the due date for the step.

    If you added steps from an outline, the program uses the entry in the Days from start field on the funding request outline and the date you add the outline to the plan to automatically calculate the expected date.

  5. In the Objective column, enter the purpose for the step.

    In the Owner column, select the fundraiser responsible the step. You can select only constituents with a Fundraiser constituency as the step owner. If you added steps from an outline, the name of the individual assigned to the fundraiser role (funding plan manager, primary manager, or secondary manager) associated with the outline step appears in the column by default.

  6. In the Stage column, select the stage of the request associated with this step.

    Note: A system administrator adds the available options from the drop down in the Stage column from Administration, Code tables for the Funding Request Stage code table. The available options your organization decides to configure can be a series of text options or a list of numerical values. Examples of text options include “Approval,” "Award," and “Preparation.” Examples of a numerical list are "1,", "2," and "3." For information about how to create and manage attributes, refer to Code Tables.

  7. In the Status column, select whether the step is planned, pending, or completed.

  8. In the Actual date read-only column, the date you mark a step complete defaults automatically.

  9. In the Contact method column, enter the type of contact required for this step.

  10. In the Additional solicitors column, if the step requires assistance from multiple solicitors, select “Yes.”

  11. In the Participants column, if the step requires additional participants, select “Yes.”

  12. In the Adjust expected dates fields, select the steps to update. You can select “Forward” or “Backward” and enter the interval of time in days, weeks, or months. To apply your changes, select Adjust dates.

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