Grant Record

The grant record stores all the information about the grant you need to track and manage. When you access a grant record, general information about the grant appears at the top of the page. This includes the grant amount, type, associated transaction codes, grant federal status, and date range.

Note: From the grant record, you can delete the grant and add alerts. For more information about adding alerts, see Alerts.

Additional information about the grant appears in the tiles on the record. You can open and close these tiles to view or hide the information. Each tile is described below.

To edit a grant, access and open the grant from the Grants list. From the grant record action bar, select Edit and make your changes. For example, you might want to change grant status, or the contact associated with the grant.

To delete a grant, access and open the grant from the Grants list. From the grant record action bar, select Delete grant. Keep in mind, you cannot delete grants that have transaction activity or are in use by other records. You must also have security rights to delete a grant.