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 Remember! If you don't add Award Start/End Dates, the ...
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 the ...
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 ...
About Your GrantVault ™ NOTE: The Grant Vault (TM) is only available to Silver and Gold level subscriptions. Reformatting ALL of GH is on our list of updates, but where to begin? PLEASE take our upcoming survey to help us decide what gets updated ...
Active vs. Inactive Statuses for Projects and Actions
"Why don't my Pending projects show up on my dashboard?" Your dashboard will only show ACTIVE Projects and Actions. Although "Pending" is considered an ACTIVE status in Grant Holster, the project will not take up space on your Queue, because the ...