Moving your grants onto stages

If you have been using Grant Center with the built-in statuses, this is how you move your existing portfolio onto configurable stages without losing anything.

What the migration does

Every grant you already have carries one of the eight built-in statuses. Each starting stage is mapped to exactly one of those statuses, so the migration can place every existing grant on the stage that means the same thing it already meant. Nothing is guessed and nothing changes about how a grant reports.

Running it

Go to Grant Center → Settings → Pipeline Stages.
Click Preview Stage Setup. You will see exactly how many grants will land on each stage, and any that cannot be placed.
If the preview looks right, click Set Up Stages.
Review your stages. Rename and reorder them now, before your team gets used to the names.

The preview changes nothing. You can run it as many times as you like.

What happens to history

The migration writes a stage-history entry for each grant it places, marked as coming from the migration rather than from a person. Nobody reading a grant's history later will mistake an automatic placement for a decision somebody made.

If a grant cannot be placed

A grant is skipped rather than guessed at when its status has no stage that counts as it. Grants left without a stage are counted on the Pipeline Stages page, and Stage Unassigned Grants places them once a matching stage exists. You can also move them by hand.