Before You Begin
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 Go to ...
Your Dashboard
The Dashboard is meant to be a quick summary of what you and/or your team need to do right now. By default, your queue on the dashboard is populated with only the items that you are responsible for. For Projects, items in which you are the Lead will ...
The 90/60/30 Method for managing projects
When we started developing Grant Holster, we did so with our own grant-management processes in mind. Therefore, we thought it might be helpful to share that method with you. The 90/60/30 Method is a timeline of tasks to complete 90, 60, and 30 days ...
Slide Show - Grant Holster Getting Started
Video - Quick Intro to Grant Holster
Account Management and User Control
Inviting a New User to Grant Holster (NOTE: This may only be completed by an Admin.) Once you are logged in to Grant Holster (GH) go to the Account section. This opens the Account Management screen. Click User Management, then click Invite New ...
Entering Previous Projects in Grant Holster
After you've entered your clients and funders, you will enter your Projects. If you are entering a project in which you (or your client) had previous funding, you will want to start with the earliest year of funding. (This way, you can use the Renew ...
Getting Started - An Overview of the Dashboard and Projects
Your dashboard shows you what you need to focus on next! The Dashboard shows you what you need to focus on right now. You can toggle between viewing your own deadlines or viewing them for the entire team by clicking the three little dots on the right ...
Grant Holster Glossary
Grant Holster Glossary Accepted A status found in an Action for a project meaning that the Action (an LOI, for example) was accepted by the funder. This is different from "Awarded," which means the entire project has been successful and funds were ...