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Setting up your pipeline stages
Stages are the steps a grant moves through, from first idea to closed out. Set them once and every grant follows the same lifecycle, so your board and your reports stay consistent.
Stages are the steps a grant moves through, from first idea to closed out. Set them once and every grant follows the same lifecycle, so your board and your reports stay consistent.
Find them under Grant Center → Settings → Pipeline stages.
What you start with
Grant Center creates a starting set of stages that maps one-to-one onto the statuses you were already using, so nothing about your existing reporting changes on the day you turn stages on.
Rename these, reorder them, add your own, or retire the ones you do not use.
What each setting on a stage does
Retiring a stage
You cannot delete a stage that grants have passed through — that would rewrite your history. Instead, deactivate it and choose where the grants currently sitting in it should go. The stage stops being offered for new moves but stays legible in past history.
Reordering
Drag stages into the order your grants actually move through. The order sets the left-to-right column order on the pipeline board.