Grant Management

Grant Center Basics

• Grant Center overview
• Grant Management Overview
• Programs
• Grant details
• Notes on a grant
• Double The Donation - Grants

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Pipeline and lifecycle

• Working with the pipeline
• Setting up your pipeline stages
• Moving your grants onto stages

Deadlines and requirements

• Requirements and the grant schedule
• Milestones and deadlines
• Deadline reminders
• Sorting your existing milestones
• Recurring requirements

Library and records

• The answer library
• Grant Center reports and dashboards
• Grant documents
• Grant history

Team and access

• The grant team
• The work queue
• Next actions
• Grant Center permissions and access

Grant money

• Payment schedules
• Expected income and cash flow
• Grant payments received

After the award

• Award terms and compliance
• Outcome measures and results
• Closing out and renewing a grant