How do I edit or copy a grant plan?

Editing or copying grant plans 

You may need to update information or create similar grants based on existing plans. 

Step 1: Find the grant plan 

1. Navigate to the Organization contact record for the grantor 

2. Open the Grants section 

3. Locate the grant you want to edit or copy 

Step 2: Edit the grant plan 

1. Click "Edit" next to the grant name 

2. Make your desired changes to any section 

3. Click the Save button in the upper right corner when finished 

Step 3: Copy a grant plan (if needed) 

1. From the grant details page, click "More" in the upper right 

2. Select "Copy" from the dropdown 

3. A new grant plan will be created with the following copied settings: 

   1. Grant Type 

   2. Proposal Manager 

   3. Secondary Staff 

   4. Amount Requested 

   5. Campaign 

   6. Designation 

   7. Source Code 

   8. Program 

   9. Program Manager 

   10. Program Officer 

4. The Status will automatically be set to "Research" 

5. Make any needed changes and click Save 

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