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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Create a Grant Round

This article is for Administrators who would like to set up a Grant.

You can either create a new grant or copy from an existing grant and modify accordingly. To copy from another Grant, see Copy Grant.

1

Create a New Grant

  • Make sure you are in the Admin mode by clicking Admin.

  • Go to the Grants menu, then click New Grant.

Your Grant will automatically be saved as a draft and it will continue to autosave as you make changes. If you need to edit or create a new template, or do something else, you can return to your Grant via the Grants Menu. See Edit Draft Grant.

2

Details

  • Select type of Grant. Public Grants are visible to all Applicants registered in the system while Private Grants are only visible to a number of Applicants selected by you. This example is a Private Grant. If you opt to create a Private Grant you will be required to add Applicants.

  • Enter Title.

  • (Optional) Add Description.

  • Categorise your Grant by selecting from an existing category, or click Create a New Grant Category.

  • Click Next.

Tip: Your Grant will automatically be saved as a draft and it will continue to autosave as you make changes. If you need to edit or create a new template, or do something else, you can return to your Grant via the Grants Menu. See Edit Draft Grant.

3

Application Form

Here you have the three options:

  • Select an existing application form template.

  • Select an existing application form template and Edit the template.

  • Create a New Form.

Important Note: See Application Templates to learn how to create and edit templates.

Note: The template you select must have an Application Title before proceeding to the next step. You may need to edit an existing template by adding at least one "Short Text" field to the template.

Tip: you can click Search all form templates to search or select an existing template: .

4

Funding Type

Choose between a Fixed Amount or an Application Form Field to determine how funding amounts are set for this Grant. See Setting the Funding Type for a Grant Round (Fixed vs. Form Field) for the full walkthrough.

5

Time & Date

Choose the time parameters for your Grant, then click Next.

  • “Always open” means that an Applicant can apply for a Grant at any time. Note: if you wish, you can close the Grant at any time.

  • A Grant with a Closing date only allows Applicants to apply between the selected timeframe.

This example will have a Closing date.

6

Publish Grant

If you are ready, click Publish Grant. If not, you can return to your Grant later. See Edit Draft Grant

After you publish a Grant, you can click Unpublish & Edit if you wish to make revisions right away. If you wish to do this later on, there are other ways to perform this action. See Unpublishing and Editing a Grant to learn more.

What's Next?

PreviousFunding Rounds and Grant Management
NextSetting the Funding Type for a Grant Round

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