General
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 ...
The GrantVault(TM)
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 ...
Entering Projects with Multiple Deadlines in a Single Year
For projects that have multiple deadlines (grant cycles) in a single year, there are two different ways you can go about this: 1. Enter the Project only once With this method, you would just move the project to the next deadline as you needed. 2. ...
Funders are the key in Grant Holster!
When entering information in Grant Holster, it is very important to understand how the funder information plays a role in every aspect in Grant Holster, specifically the funder Tax ID/EIN. This ID is used to populate data in the reports as well as ...
Project and Action Statuses in Grant Holster
NOTE: You can distinguish between Actions and Projects from any page by looking for an icon. If there is no icon on the line, then the line is a Project. Actions have icons. Statuses for Projects A project is an activity that is tracked in Grant ...
Naming Projects
This tip stems from the following comment from one of our users: "To me, a project is a mission project. So I've been naming all of my projects around the program they are supporting. But I finally said why?? Now, I am simply naming projects with the ...
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 ...
How to Edit an Action
Edit Action 1. Open the Project and scroll down to the actions 2. Click the tiny triangle for the action line on the left side of the screen (see below) 3. Click the dots, then you'll see EDIT. Click to Edit.