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.
Attachments
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.
Activity
View all project and transaction code activity associated with the grant. For more information, see Grant Activity.
Budget
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.
Contacts
View contacts associated with this grant. To add contact information, select Add. For more information, see Contacts.
Custom fields
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 Custom Fields.
History
View who created or changed the grant and when.
Projects
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.