Managing grantees

As with most areas of CiviCRM, your grant management tools will be available through the main menu and a corresponding tab will be displayed on contact records. Let's begin by visiting a contact and creating a new grant record:

As you can see, the grant record follows the flowchart workflow pretty closely. You select the desired status and type, and complete the other fields as appropriate.

Grant records are a little different from other areas of CiviCRM; in this case, you are likely to return to editing the record multiple times over the course of the grant process. As the grant moves through the application, approval, fund dissemination, and reporting stages, you will return and edit the record to update the dates and record notes or add attachments pertaining to the grant.

As with other related record areas, contacts may have more than one grant record associated with them.

Note

FPAGM received a significant donation from a local philanthropist to help food pantries develop...