How to Renew a Project
BEFORE you click "Renew Project" Double check that the information for that year's project is correct, especially these: Status Submitted Date Amount Requested Amount Awarded Award Start/End Dates When you click the renew project button, everything ...
Date Range and/or Date Created is cut out of the report when printed
If this is happening when you print reports, follow these steps after clicking the printer icon: Click "More Settings" Click the drop-down box next to "Scale" and select "Fit to printable area."
What to do when a Project is Declined
When a project is Declined follow these steps: Open the Project and click EDIT. Change the Status to Declined. Enter the Actual Hours you spent on this project This is good information to have on hand when the project comes along next year Use ...
Entering your first Project
Below is the process we use when entering a new Project. Note: This is for first-time projects. If this is a Project you have had in previous years, please see BEFORE you Begin - Entering Previous Projects in Grant Holster 1. Add the Client ...
The Grant Vault
NOTE: The Grant Vault (TM) is only available to Silver and Gold level subscriptions. Your Grant Vault(TM) is where you keep all that information for a client that goes into just about every grant, and much more. The Grant Vault consists of the ...