Checklist - Funding Rounds & Grant Management

Ready for your Funding Round to go live? Ensure you've double checked the following:

• Preview the Application Template selected for this round.

• If your Funding Type is "Application form field," confirm a Currency field is selected and the funding amount it will pull through is correct.

• Confirm the Grant type (Public/Private) — for a Private Grant, confirm your Applicant list is complete.

• Confirm your opening and closing dates (or set the round to "Always open").

• If this is a Multi-Stage Grant Round, confirm the correct prior-stage applications are selected, and double check the linked template if you're copying values forward.

• If using a Landing Page, confirm its privacy setting and URL slug are correct.

• Set up Field Tags on the Application Template if you want data to pull into Contracts, letters, or reports.

• Review email templates for this round under Funding Round Email Templates.

• Confirm Assessors/reviewers are assigned, if this round requires assessment.

• Publish the Grant — remember "Unpublish & Edit" remains available afterwards if you need to make changes.

See Also

• Create a Grant Round

• Copy Grant Round

• Edit Draft Grant Round

• Multi-Stage Grant Rounds

• Landing Pages