The Grant Lifecycle: Stage 4 – Closeout

The grant is complete, with all deliveries completed. Now it’s time to sit back, relax, and close the grant.

🙋🏻‍♀️ Reminder: While all team members can view and interact with fields in all steps, the ability to edit fields on each step depends on user permissions.

This stage has only two steps: Closeout and Archive.

Step 1: Closeout

The Closeout tab presents a summary of all grant details and activity.

At the very bottom of the Closeout tab:

1. Fill in the required Grant Delivery Comments and Lesson/s Learned fields
2. If you want to save your answers but not commit, click Update Grant Closeout Report
3. When you’re ready to officially put the grant to bed, click Commit Grant Closeout Report

Step 2: Archive

Once the report is committed, all that’s left to do is archive. Add a note, click Archive, and get ready for your next project!

To find an archived grant, open the Grants summary, click the Filter icon, and tick Show Archived.