Creating and Managing Grants

Grants are the core of GrantLink. This guide covers everything you need to know about creating and managing them.

Creating a New Grant

Step 1: Basic Information

1. Navigate to Grants in the sidebar
2. Click Add Grant
3. Fill in the basic details:
   • Funder - Select from your existing funders or create new
   • Grant Name - A descriptive name for the grant
   • Grant Number - The funder's reference number (optional)
   • Award Amount - Total amount awarded

Step 2: Grant Period

Set the dates that define your grant period:

• Start Date - When the grant period begins
• End Date - When the grant period ends
• No Expenses Before - Earliest date for eligible expenses (optional)
• No Expenses After - Latest date for eligible expenses (optional)

Step 3: Grant Type

Select the restriction type:

• Unrestricted - Can be used for any purpose
• Temporarily Restricted - Must be used for specific purposes or timeframes
• Permanently Restricted - Principal must be maintained indefinitely

Step 4: Budget Setup

Add budget categories and amounts:

1. Click Add Budget Line
2. Select a budget category
3. Enter the budgeted amount
4. Repeat for all categories

Grant Status Lifecycle

Grants move through these statuses:

Status	Description
Prospect	Potential grant, not yet applied
Applied	Application has been submitted
Awarded	Award received, not yet active
Active	Currently spending against this grant
Closeout	In closeout period
Closed	Fully closed and reported

To change a grant's status, open the grant and click the status badge.

Managing Grants

Viewing Grant Details

Click any grant to see:

• Budget vs. actual spending
• Allocated transactions
• Fund receipts
• Reporting deadlines
• Activity history

Editing Grants

1. Open the grant
2. Click Edit
3. Make your changes
4. Click Save

Archiving Grants

Completed grants can be archived:

1. Open the grant
2. Ensure status is "Closed"
3. Click Archive

Archived grants are hidden from lists but preserved for historical records.