Editing and Submitting a Grant
Usually a grant cannot be edited by a granteeGrantee. However, a funder Funding Organization can allow the grantee Grantee to edit a grant. The funder Funder will specify which of 3 tabs, People, Budget and Work Plan, that the grantee Grantee can modify. Once the Grantee has finished the edits, they must validate and submit the Grant 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 Grantee edit, it will be shown in the Dashboard Notification list. The grantee 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.
If no errors are found, the grantee Grantee can click the Submit Project button. Once the Submit Project button is clicked, the Grant grant will be in the Grantee Submit status, and will be "returned" to the Funder.
Note: Warnings should be addressed, but will not prevent the Grant grant from being submitted.
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Funder Response
Once the Grant grant has been submitted, the Funder can Accept or Deny the Grantgrant.
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 editGrantee Edit" or "grantee submitGrantee Submit" status, the Summary tab will reflect all changes made by the grantee. This summary information is available to both the grantee Grantee and the funderFunding Organization.
On the Summary page, each of the sections that the grantee Grantee could change will have a red Alert statementStatement.
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Within each section, grantees Grantees can add items (new), remove items (deleted), edit items (original and changed), or leave an item unchanged (unchanged). Each item within a section will be labeled with what has or has not been done to the item.
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 councilCouncil, and the grantee Grantee cannot change them. Everyone else is labeled "unchanged".
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The grantee 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 Budget with no grantee Grantee changes.
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The grantee Grantee has changed the budgetBudget.
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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 Work Plan is unchanged.
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The grantee Grantee has made changes to the work planWork Plan.
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Performance measures Measures can be changed in the work planWork Plan.
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