Grants Summary

To see all grants to which you have access, go to the left menu and choose Grants.

Infographic Visuals

At the top of this page (in addition to the Add Grant button) are three visuals that provide an overview of your grant performance and success:

• Funds requested vs approved: The total amounts of money requested, funds approved, and those still awaiting approval.
• Total Grants by phase: The number of grant applications in each of the three phases below.
  • Pre-Award: Indicates that the project is in the early planning stages, and grant applications are being assembled.
  • Award: The result phase - either the grant has been successfully approved (yay!) or it has been rejected (boo).
  • Post-Award: The implementation phase that begins after the funding agreement is signed, and the project is in execution.
    
    💡 Tip: Use these visuals to quickly assess where most of your grants are concentrated, and to identify any bottlenecks in the application process.
    
    
• Grant success rate: A comparison of the number of grants approved vs rejected. This metric helps measure your organisation’s effectiveness in securing grants.

List of Grants and Fields

Below the infographics, you’ll find a table listing all the grants you have access to.

Each entry includes key details that include:

• Grant Name
• Manager
• Risk Level
• Workflow Stage
• Funds Requested and Approved
• Linked Projects
• Dates

 

Search and Filter

Use the search bar at the top of the table to quickly locate a specific grant. You can search by grant name, manager name, or even specific reference terms.

💡 Tip: If you have a large number of grants, try filtering by Workflow Stage or Risk Level to narrow down the list.

Sorting the Table

Click on any column header to sort the table based on that attribute (e.g., Manager or Funds Requested). Click again to reverse the sort order.

Editing Grants in the Summary Page

If you are a Grant Manager, you can edit some grant fields directly from the Summary Page without opening the full grant record:

1. Hover over the record name and click the Edit icon.
   
   
   
   
2. Make changes to editable fields like Name, Manager, Funds Requested, etc.
   
   
3. Use the Save icon at the end of the row to finalise your edits, or click Cancel to close without saving.
   
   
   
   ⚠️ Reminder: Be cautious when editing fields like Funds Requested, as these changes will affect all reports and visuals related to grant finances.

Additional Features

Above the table, you’ll find additional icons to enhance your view and interaction:

• Archived Grants: Click to show or hide archived grants.
• View Toggle: Switch between tile and list views.
• Three-Dot Menu: Each grant has a three-dot menu that includes the View option.
  
  💡 Tip: Use the three-dot menu for quick access to additional actions like archiving or linking the grant to a specific project.

Viewing a Grant

To view the full details of any grant, you can either:

• Click View in a grant's three-dot menu
• Double-click the grant row in the Summary table