What to do when a project is Awarded

What to do when a project is Awarded

When a project is Awarded follow these steps:

Open the Project and click EDIT.

Change the Status to Awarded.

Very Important!

Enter Award Start and End Dates.

This can be the date you were notified, the date the money will be distributed, or the start of the client's fiscal year - it's up to you.

If you leave Award Start/End Dates blank, the project will not be found when you run the Client Current Awards Report.

Enter the Amount Requested & Amount Awarded

You'll be glad you did when you run reports later 

Enter the Actual Hours you spent on this project

This is good information to have on hand when the project comes along next year

Response Date

When you renew the project, this field will be used to populate the field for "Expected Response Date" on next years Project.

Once you've updated all of the fields you want updated, click Renew Project. 

PROJECTS CAN ONLY BE RENEWED ONCE 

For more detailed information on the reports in Grant Holster, see the Section in the Help Center for Reports.