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How do I add a program officer to a grant plan?

  • February 23, 2026
  • 0 replies
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Happie Pingol
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Adding a program officer 

Program officers are the key contacts at granting organizations who oversee your application. 

 

Step 1: Access the Manage Relationships section 

  1. On the Edit Grant details page, scroll down to the Manage Relationships section on the bottom right 

  1. You'll see a list of people associated with the grantor's organization 

Step 2: Assign a program officer 

  1. For an existing contact: 

  1. Find the person in the list 

  1. Click the action menu (three dots) next to their name 

  1. Select "Make Program Officer" 

  1. For a new contact: 

  1. Click "Add Relationship" 

  1. Enter the contact information 

  1. Once added, use the action menu to make them the program officer 

Step 3: Save your changes 

  1. After designating the program officer, ensure you click the Save button in the upper right corner 

 

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