Understanding Grant Programs - Grantseeker and Request Management

Grant Programs - Grantseeker and Request Management overview

CyberGrants Grant Program features enable administrators to capture all relevant information pertaining to non-profit organizations' requests for funding, including the original proposal, general request information, contacts, payment and accounts payable details, impact reporting, and approval information.

• The Request Record is comprised of two main components - the Request Summary Panel and the Information Pane. The Request Summary Panel displays basic details like the Request ID, Grant Amount, Grant Status, Organization Name, Project Title, Proposal Type, Request Owner, and Scan Status.
• The Information Pane provides access to detailed sections such as Proposal, Payment, Scan, Approval, Contact, and Impact Report.
• Users with the appropriate permissions can toggle between "Editing" and "Viewing" modes to update information or view the request in read-only format. 
• Requests can also be organized and located using customizable Tags.

Review the following articles to learn about these features and others, including eSignature capabilities, Nonprofit Support Area configuration, and additional request management tools available in the CyberGrants system.

What do you need help with?

• Grantseekers Versus Contacts
• View Grantseeker Information
• Change a Grantseeker
• Change an Organization on a Request
• Request Record Overview
• Create and Clone Grant Requests
• Change a Request's Proposal Type
• Change a Proposal Request Owner
• How do I reassign Request Ownership?
• Cancel a Proposal Request
• Return a Request to an Applicant
• Create a Request Snapshot
• Send an Email from a Request or Organization Record
• Configure a Nonprofit Support Area
• Understanding eSignature for Grant Programs
  • How do I connect to an eSignature Provider?
  • How do I implement eSignature for Grant Programs?
  • How do I manage eSignature Templates for Grant Programs?
  • What are the eSignature Field Descriptions?
  • What are the eSignature User Permissions?
  • How do I configure Variable eSignatures?

Additional resources

• How do I add Columns to Search Results?
• How do I set a Search Filter?
• Introduction Grants Management: Module 5 - Request Record

Not what you're looking for? Navigate to Grant Application Management and Approval Overview