Grant Proposals

missy ketchum

Hello all,


How do you track your grant requests as you enter data?  When you are submitting grant requests, do you create a "Grant Request" as an appeal or is it tracked in the Proposal tab? I am sure the answer is "do it however you think it should be done" but I am looking for best practices.


Thanks


Missy

John Heizer

Proposals is definitely better than Appeals.  Proposals lets you link Solicitors, Actions, Media, and specific Contacts, along with amounts/dates asked, expected, and funded.

Alicia Van Straten

We do not have the proposals module so we have used actions to make it work for us.  We can track when grant apps were submitted, attach the application/proposal, when we get notified it moves to awarded/declined.  We then use actions for mid-reports and final reports, uploading all docs to the action.  We use the action attribute (custom fields in NXT webview) to add the ask amount, what for (fund/program) and the project ID if a college project.  It has worked well for us to the point that I'm not sure we would spend the money for the proposal module.  However, we are a small shop so that makes a difference as well I'm sure.