Grant Record

The grant record stores details about the grant you need to track and manage.

From the action bar, you can add an alert or edit details. For example, you might want to change the grant's status or associated contact.

Tip: To delete a grant, you must have appropriate security rights. Grants can only be deleted when they're not used by other records or associated with transaction activity.

Upload or link to files you want attached to the grant - such as images, PDFs, Word documents, Excel spreadsheets, and other files. For more information, see Attachments.

View all project and transaction code activity associated with the grant. For more information, see Grant Activity.

View a summary of budget activity information, including actual and budgeted amounts for a specified time period. The full summary amount displays, regardless of the account security in place. Select categories to view additional grant detail. All amounts that make up the summary number are displayed (except the account ID and account description which are masked).

The Favorable/(unfavorable) column displays the difference between actual and budget amounts.

Note: The Budget scenario filter shows only budgets that exist for the selected fiscal year on the selected project. If there are no budgets that exist for the selected fiscal year on the selected grant, the drop-down menu is disabled.

View contacts associated with this grant. To add contact information, select Add. For more information, see Contacts.

View any custom fields you've created for the grant. Use these fields to add more detail to the record or further filter your search. For more information, see Add Custom Fields to a Record.

View who created or changed the grant and when.

View projects funded by this grant. To add or edit, select Add or Edit, respectively. Search for, select, and remove projects as needed.

For more information, see Projects.

View the notes you've created for the grant. To add new ones, select Add or Add note. For more information, see Add Notes to a Record.

View actions you've created for the grant. To add new ones, select Add or Add action. For more information, see Add Actions to a Record.