Step 1: Click on “Grants” in the sidebar on the left. This takes you to the screen above with a table of all of your grant information and the add grant button.
Step 2: Press on the “Add Grants” button in teal in the top left. A page will open for you to fill out your grant related details. Add in information under the grant details such name, number, and description, grant contacts, recipient type, status of the grant, grant destination countries, funding information, and grantee details.
For an existing grantee, just type their name in the search bar and it will show up for you to select and all the previously entered information will be available.
For a new grantee, press the teal “Add New Grantee” button. This takes you through a modal with basic grantee information, including name, country, city, state, region, grantee contacts, website, partners, and grantee description.
Required fields in Step 1 are: Grant name, Start and End Date of Grant, and Recipient Type (organization or individual grant), Grantee Name, Funding Amount and Currency.
Step 3: After you are done with basic grant/grantee data, press the “Next Step” button on the bottom right for the final Step 2 in the “Add Grant” screens. Here you can add more information related to the grant.
We often talk about grant taxonomies or the additional data that you may want to track and aggregate related to your grant, such as portfolios, issues, strategies, populations of focus, donors, and cohort list. You can add all of that on this screen. You can add multiple values by typing your response and pressing enter or putting a comma after the word. You know you have added them correctly when you see a tag like this appear.
If you need to delete, it’s simple. Just press the x at the end of the tag and it will be deleted.
There are no required fields in Step 2. However, we strongly suggest that you add at least one “Portfolio” tag, as it will help you immensely as your database begins to grow and you want to create different analyses quickly. Then you can filter easily on this feature. See the Tips Box below for special notes. When you are done press the teal “Save and Create Grant” button on the bottom left.
Step 4: After saving your grant data, it will appear in the grants table under “All Grants” in the sidebar, where you can view, search through filters at the top of the screen, and edit the grant or grantee information.
Tips!
Use programs! It will help when you create an analysis project – becomes a quick filter for creating your different analyses.
Add multiple strategies, issues, donors, programs by pressing Enter.
Add multiple locations if your grant reaches many different countries (by using Grant Location button).