Add Grants

From the Grants list page, select Add.

Enter the General information about the grant. The grant description is a required field.

To add contacts to this grant, select Add contact. For information about contacts, see Contacts.

To associate an existing transaction code with this grant, select it from the drop-down.

To associate existing projects with this grant, use search to locate the project.

To add custom fields to this grant, select Add custom field. Use custom fields to add additional information to the grant, and to further filter grants when you search. For information on how to add custom fields, see Custom Fields.

Note: In the database view, custom fields are called attributes, and you create them in Configuration.

Under Attachments, you can add attachments to the grant by moving a file into the Drag a file here box or by browsing to the file. You can also link to a file online — such as a picture, blog post, or YouTube video — or in a cloud storage account. For more information, see Attachments.

Select Save.