A funder can authorize the grantee to edit a grant. The funder specifies 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.
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Only Active Projects can be sent to the Grantee for editing.
Opening the Grant for Grantee Edit
On the Dashboard, select the “Projects” module.
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Before clicking the Grantee Edit button, Funders should save a copy of the current People, Work Plan, and/or Budget.
Print to a PDF file or paper. The easiest option is to print the entire Grant grant (from the Summary tab) to a PDF file. Most newer computers will offer a PDF option in the Print dialogue Dialogue box.
To print a specific section, set the Grant grant to Edit edit (deactivated) mode. Navigate to an individual tab (People, Budget, and/or Work Plan) and print to paper or a PDF. Activate the Grant grant and click Grantee Edit to send it to the Grantee.
Budgets can be downloaded to a CSV file. This download link is on both the Summary Page and the Budget page.
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Select the Grantee Edit button.
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Select the appropriate sections that the Grantee can edit. Only the selected sections will be opened for grantee editGrantee Edit. Select 1 or more sections and click Grantee Edit.
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The Grantee will see the following active tabs using the example above.
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Recall the Grantee Edits
The funder Funder can Recall a grant while it is in the Grantee Edit state. This can be done at any point prior to the grantee submitting edits. Once Recalled, the grant will be in a Deactivated state, and can only be edited by the funder. (This does not get rid of data in the grant that the Grantee has entered.)
Recall is not an "Undo" or a "Restore". Any changes that the Grantee already made are now part of the project. Once recalled, the deactivated Grant can be edited back to its original state.
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Grantee Submit
When the grantee has completed their edits, they will submit the grant back to the funder. They will have to pass the same validation that funders pass when Grants are activated.
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The funder can Accept or Deny a submitted grant.
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Accepting the Grantee Edits
The funder can Accept the Grant. Once accepted, the grant returns to an Active status, and Periodic Reports will again be available to Grantees.
Denying the Grantee Edits
The funder can also Deny the Grant. A denied grant will return to Grantee Edit status, and the grantee can again make changes.
View Grantee 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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