How do I create a grant plan?

Creating a new grant plan 

Grant plans allow you to track the entire solicitation cycle for foundation and corporate grants, from identifying potential funders to final stewardship. 

Step 1: Access the grant creation tool 

1. Navigate to the Organization record for the potential grantor 

2. Open the Grants section 

3. Click "Add New Grant" 

Step 2: Enter initial grant information 

1. Complete the Grant Proposal details section 

2. Enter important Award dates if available 

3. Add Grant Details to help track your efforts 

4. Note that only the Proposal Manager and Status fields are required initially 

Step 3: Select a grant type 

1. Click the Grant Type dropdown menu 

2. Choose from the available options (Foundation, Government, Corporate, etc.) 

Step 4: Choose a status 

1. Select a Status from the dropdown menu (required) 

2. Each status has a fixed probability percentage used in reporting: 

1. Research: 10% of Amount Requested 

2. Letter of Intent: 20% of Amount Requested 

3. Request for Proposal: 30% of Amount Requested 

4. Proposal Submitted: 30% of Amount Requested 

5. Pending Decision: 30% of Amount Requested 

6. Pending Funding: 100% of Award Amount 

7. Amendment: 100% of Award Amount 

8. Stewardship: 100% of Award Amount 

9. Closed: 100% of Awarded Amount if successful, 0% if closed before award 

Step 5: Save your grant plan 

1. Click the Save button in the upper right corner 

2. You'll be taken to the Edit Grant details page where you can add more information 

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