Adding grant deliverables
Deliverables help you track deadlines for materials you've agreed to send to the grantor.
Step 1: Navigate to the Deliverables section
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Open the Edit Grant details page for your grant plan
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Locate the Deliverables section
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Click "Add New Deliverable"
Step 2: Create the deliverable
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Enter the required information for your deliverable:
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Type of deliverable
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Due date
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Any other relevant details
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This will create a follow-up record with the specified due date
Step 3: Attach associated documents (optional)
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You can attach draft letters or proposals to the follow-up
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Upload your final copy once the follow-up is completed
Step 4: Save your changes
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After adding deliverables, click the Save button in the upper right corner
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Your deliverables will now appear in the Deliverables section of the grant plan
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Navigate back to the Feature Overview.
