Editing and Submitting a Grant
Usually a grant cannot be edited by a grantee. However, a funder can allow the grantee to edit a grant. The funder will specify which of 3 tabs, People, Budget and Work Plan, that the grantee can modify. Once the Grantee has finished the edits, they must validate and submit the Grant back to the Funder.
While in Grantee Edit and Grantee Submit modes, Grantees and Funding Organization staff cannot update periodic reports.
Notification
When a grant becomes open for grantee edit, it will be shown in the Dashboard Notification list. The grantee can click on the link, or navigate to the project as described below.
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Editing the Grant
On the Dashboard, select the “Projects” module.
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Once editing is complete, click on the Submit button. Note the grant status is set to Grantee Edit.
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Submit the Grant
All of the changes are viewable on the Summary Tab. Scroll down to "View Grant Changes" for more information.
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Note: Warnings should be addressed, but will not prevent the Grant from being submitted.
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Funder Response
Once the Grant has been submitted, the Funder can Accept or Deny the Grant.
Accept - Grant returns to an active state
Deny - Grant returns to the Grantee Edit state and the Grantee can make more changes.
View Grant Changes on the Summary Page
While the grant is in "grantee edit" or "grantee submit" status, the Summary tab will reflect all changes made by the grantee. This summary information is available to both the grantee and the funder.
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New, deleted and changed statuses are in red. Original item statuses are blue. An unchanged status is black.
People Changes
Initially, nothing has been changed in the People section. Notice the item labeled "Funder" - this indicates that the person works for the council, and the grantee cannot change them. Everyone else is labeled "unchanged".
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The grantee has made several changes to the people assigned to the grant
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Budget Changes
This image shows a section of the budget with no grantee changes.
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The entire category "Contracted Services/Consultation" was deleted. The informative display shows the line items that were automatically removed with the category.
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Work Plan Changes
Initially, the work plan is unchanged.
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