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

      Go to Clients - Click Add - Enter Data - Save by clicking Update.

      The newly added Client will open and you can add more details.

2.  Add the Funder

      Go to Funders - Click Add - Enter Data - Save by clicking Update.

      The newly added Funder will open and you can add more details.

3.  Add the Project

      Go to Projects - Click New Project - Enter Project Data - Save by clicking Add.

      The newly added Project will open and you can add more details.