Manage Grant Programs

Use grant program management to maintain active opportunities, control applicant access, and keep program configuration aligned with your funding strategy. From the Programs list, you can update details, copy existing setups, publish changes, and retire programs that are no longer in use.

Open the Programs List

Go to Grant Programs.
On the Programs tab, locate the program you want to manage.
Use the action menu next to the program to open available management options.

Common Program Management Actions

Use the following topics when you perform frequent maintenance tasks.

To update an existing record, follow Edit Grant Programs.
When you want to reuse an existing structure, start with Copy Programs to reduce setup time.
After updates are complete, use Publish so applicant-facing changes are available.
To remove outdated opportunities from active use, review Archive Programs and Delete Programs.

Manage Related Program Configuration

Program administration often includes updates to settings, timelines, forms, and workflow routing. Complete these updates from the related configuration topics:

Configure Grant Program Settings for recipient behavior, invitations, collaboration, and email controls.
Set Up Cycles and Edit Cycles to maintain open and future application windows.
Select Forms and Assign Workflows to keep applicant and reviewer experiences in sync.

Best Practice

Tip: Before major program changes, verify user access in Required Permissions for Grant Programs to avoid interruptions for administrators and reviewers.