Current Grant Detail Navigation

Open Grants and select a row to open that grant's workspace. The base route is /grants/<grant-id>; selecting a tab adds a tab query parameter, and Overview uses the base route without one.

Use the tab that owns the data you need to change. A value displayed on Overview is usually corrected on Details, Budget, Income, Allocations, or in QuickBooks—not in the summary itself.

Choose the Right Tab

If you need to…	Open…
Scan period and award context, lifetime expenses, income, funding-share progress, expense position, pace next actions, recent activity, or the status timeline	Overview
Edit grant metadata, status, period, award, reporting settings, funder, notes, documents, report templates/password, initiative, or QuickBooks links	Details
Build the budget; inspect budgeted, spent, and remaining amounts; map QuickBooks expense accounts; and manage periods and saved revisions	Budget
Review QuickBooks-backed income and manual non-QuickBooks receipts	Income
Review grant expenses, change GrantLink reporting treatment, assign budget lines, and classify funding shares	Allocations
Record or review restriction releases and expense evidence	Releases, for donor-restricted grants only
Configure, calculate, approve, or post supported indirect-cost runs	Indirect Costs
Review match, cost-share, in-kind, program-income, and other share requirements	Funding Shares
Create a grant report or open associated draft and published reports	Reports
Review recorded grant and related activity	Activity

Tabs are horizontally scrollable on narrow screens. A legacy link with tab=budget-vs-actual resolves to Budget. A tab=releases link for an unrestricted grant resolves to Overview because unrestricted grants cannot use restriction releases.

Read and Write Access

The workspace is organization-scoped. A grant outside the active organization shows Grant unavailable. Viewer mode is intended for read-only use and hides several creation affordances, including dashboard actions and empty-state budget actions. Users who need to create, edit, allocate, or post should use a non-viewer role and still follow any workflow-specific approval or QuickBooks permission.

Accounting and Writeback Boundaries

• Income: QuickBooks-backed rows come from synced accounting data. Correct source-controlled values in QuickBooks and sync again. Manual non-QuickBooks receipts are GrantLink records and do not create QuickBooks income.
• Allocations: Grant assignment, budget-line categorization, and funding-share treatment are reporting data in GrantLink unless a separate supported writeback operation is explicitly run. Syncing or viewing an allocation does not authorize a QuickBooks change.
• Releases: The tab appears only when restriction releases are enabled. Manual GrantLink releases and expense-evidence links do not post journal entries or change allocations in QuickBooks Online. Correct a release sourced from QuickBooks Online in QuickBooks Online and sync; reverse an incorrect GrantLink release in GrantLink to preserve history.
• Indirect Costs: Calculation and approval runs are reviewed in GrantLink. The visible Post to QuickBooks action is not operational because the legacy journal-entry writer is currently blocked globally, regardless of the organization permission setting. Record any required journal entry in QuickBooks through your accounting process.
• Budget: Budget lines, categories, periods, mappings, and revisions live in GrantLink. Mapping a budget line to a QuickBooks expense account categorizes synced grant allocations; it does not edit the chart of accounts or the approved budget in QuickBooks.

There is no grant-level switch that overrides Settings > Permissions. Per-grant QuickBooks links determine matching context, not authorization.

Budget Periods Are Not Reporting Cycles

Budget periods divide the budget worksheet and its actual/variance comparison. Reporting cycles define report coverage and due dates. They may overlap, but changing one does not update the other. Use Details for cadence and due-day metadata, Reports for report work, and Budget for the financial plan.

Status, Closed, and Archive

The Details form can select Prospect, Applied, Awarded, Active, Closeout, Closed, Declined, or Withdrawn. The code also defines a canonical transition graph with additional checks, but the current form does not universally enforce it. Review status changes carefully.

Close / archive in the grants-list row menu is a stronger operation than selecting Closed. It closes and archives the grant, archives QuickBooks links, and schedules allocation release. See Grant Status Lifecycle.

Common Task Paths

• A synced expense is on the wrong grant: Allocations → inspect the QuickBooks Online source and GrantLink treatment → correct source-controlled tags in QuickBooks Online or change the GrantLink-owned assignment as appropriate → sync/review again. See Allocating Transactions.
• Actuals are in the wrong budget line: Allocations → select the correct budget line → return to Budget and verify the period variance. See Setting Up Grant Budgets.
• Funds received looks wrong: Income → distinguish QuickBooks Online and manual rows → correct the owning source → confirm the latest sync.
• A report deadline or period is wrong: Details → review cadence and Days Until Due → use the dashboard's Reporting section to inspect generated deadlines. The current grant UI does not provide a complete cycle editor. See Tracking Grant Milestones and Deadlines.
• A new grant report is needed: Reports → Create Report → draft and review it in chat → return to Reports to find it later. See Generating Funder Reports.
• A donor restriction has been satisfied: Releases when enabled → record or review the release and evidence. See Understanding and Using Restriction Releases in GrantLink.
• Indirect cost recovery needs review: Indirect Costs → review configuration and calculation → post only if the approved QuickBooks Online workflow and permission apply. See Running Indirect Cost Calculations.
• Grant setup or status is wrong: Details for metadata and links; use the status control for lifecycle status, or Close / archive from the grants list only when archive is intended. See Creating and Managing Grants.