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Manage Grant Rounds

This article is for administrators who would like to manage an existing grant.

Managing grant applications is covered in a separate part of this guide. Refer to Manage Grant Applications.

The best place to view and manage grants is on the Grants menu — here you can see a list of all your grants.

1

View a Grant

  • Go to the Grants menu, locate the grant you wish to view, then click View.

Tip: You can search for your grant using Keywords or by filtering the grant by Status or Category.

After you enter Keywords or select filters, press Search. If you need to, you can clear your search by clicking the X button next to the search button.

Alternatively, navigate to the grant from your Dashboard or by clicking on the Grant Title.

2

Where to perform actions

As a grant moves through various stages, most actions are available in one of two places:

  • Via the Applications menu, select the down arrow to access a dropdown menu.

  • Within the application itself — a variety of actions are available on the right-hand side.

Available actions change depending on grant status. Examples of actions you can perform (not covered separately in this guide):

  • Export Application

  • See Application History

  • Act as an Applicant

  • Transfer Ownership

  • Internal Comments

  • Withdraw Application

3

Delete a Grant

You can delete a draft grant or a published grant that has no applications. Alternatively, you may prefer to Archive the grant instead.

Delete Draft Grant

Delete Published Grant

4

Unpublish & Edit

After you publish a grant, applicants will be able to view and apply for it. If you need to edit the grant after publishing, you can unpublish it, make edits, and publish again.

  • Go to the Grants menu, locate the grant you wish to unpublish & edit, click the down arrow next to View, then click Unpublish & Edit.

  • Alternatively, navigate to the grant from your Dashboard or by clicking View on the Grants menu, then click Unpublish & Edit.


Duplicate

See Copy Grant.


View Conversation

Throughout the application process, you can communicate with applicants via the View Conversation feature (found within Grants or via the All Applications menu).

When an applicant sends you a message, a task will appear on your dashboard. Click View Conversation to view and respond.


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  • Sign in to Tahua

  • Manage Milestones

  • Edit Draft Grant Round

  • Multi Stage Grant Rounds

  • How to manage Application Collaborators

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