Add New Cycles

Cycles can be configured with a Start Date and End Date OR set to Always open. New cycles can be added to a program at any time as long as the dates chosen do not overlap.

Note: Programs must have at least one cycle before it can be published.

  1. Navigate to the Grant Manager Portal by going to yourcausegrants.com or your client URL. Sign in with your Blackbaud ID (BBID) or Single Sign-On (SSO) credentials.

  2. After signing in, select Program Setup in the side navigation and then Grant Programs.

  3. In Grant Programs, select the ellipsis icon next to the program and then Edit program.

  4. In Program Detail, select Cycles and then Add new cycle.

  5. In the Add New Cycle screen, enter a name for the cycle.

    Note: This is for internal use and will not be shown to applicants.

  6. Specify the duration.

    • Select the Always open checkbox if there's no specific start or end to the program, OR

    • Select the Start date and time and End date and time to limit application to a specific time period. These dates should not overlap with another cycle.

  7. In Budgets and Processing, select Select cycle budgets to choose the budgets to use for awards and payments.

  8. In the Select Cycle Budgets screen, select the checkbox next to budgets to add them to the cycle. Select Select to return to the Add New Cycles screen.

  9. Based on the budgets selected, you may be prompted to choose the default budgets and/or the budgets to use for ineligible organizations.

    • Default cash/in-kind budget - If more than one budget is selected, choose the one to automatically assign to applications. You can change the budget when creating payments.

    • Default cash/in-kind funding source - If more than one budget is selected, the funding source tied to it will automatically be set as the default.

    • Select processor for organizations ineligible for YourCause processing - If you've selected both YourCause-processed and client-processed budgets, specify which budget to use for organizations that aren't eligible for giving.

      Note: For more information, see Set Up Programs to Support Vetting and Adding Organizations.

  10. Select Save to create the cycle.