RENXT Tracking Grants Using Opportunity Tab

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Beth Gibney
Beth Gibney
Tenth Anniversary 25 Likes 10 Comments Name Dropper
in Blackbaud Raiser's Edge NXT®: General Discussion
Hi Friends,


We are in the process of cleaning up and re organizing assigned solicitors, and then ultimately updating and using consistently the opportunity tab.  In review of how we will accomplish this, we identified that our grants are currently being tracked using GrantHub.  Its a great resource to keep all grants organized and at a quick glance have a summary of whats been applied for, pending, etc.  the downside is that when we run a report of opportunities in RE7 or RENXT, grants will not be included.  We do not use Financial Edge.  Does anyone else have a best practice or has customized the opportunity drop downs so that you can include grant data?  We currently only add a record for a grant if we are awarded the money. 
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  • Lisa Slawinski
    Lisa Slawinski
    Ninth Anniversary 100 Comments 25 Likes Photogenic

    Beth Gibney:

    Hi Friends,


    We are in the process of cleaning up and re organizing assigned solicitors, and then ultimately updating and using consistently the opportunity tab.  In review of how we will accomplish this, we identified that our grants are currently being tracked using GrantHub.  Its a great resource to keep all grants organized and at a quick glance have a summary of whats been applied for, pending, etc.  the downside is that when we run a report of opportunities in RE7 or RENXT, grants will not be included.  We do not use Financial Edge.  Does anyone else have a best practice or has customized the opportunity drop downs so that you can include grant data?  We currently only add a record for a grant if we are awarded the money. 



     

    Hi Beth,


    I wondered the same thing when I took the NXT course on Friday and forgot to ask the instructor.  I'll send her an email and get back to you.


    Lisa

  • Beth Gibney
    Beth Gibney
    Tenth Anniversary 25 Likes 10 Comments Name Dropper
    Thank you so much!
  • Debra Thompson
    Debra Thompson
    Eighth Anniversary 5 Likes First Comment Facilitator Level 1

    Lisa Slawinski:

     

    Beth Gibney:

    Hi Friends,


    We are in the process of cleaning up and re organizing assigned solicitors, and then ultimately updating and using consistently the opportunity tab.  In review of how we will accomplish this, we identified that our grants are currently being tracked using GrantHub.  Its a great resource to keep all grants organized and at a quick glance have a summary of whats been applied for, pending, etc.  the downside is that when we run a report of opportunities in RE7 or RENXT, grants will not be included.  We do not use Financial Edge.  Does anyone else have a best practice or has customized the opportunity drop downs so that you can include grant data?  We currently only add a record for a grant if we are awarded the money. 



     

    Hi Beth,


    I wondered the same thing when I took the NXT course on Friday and forgot to ask the instructor.  I'll send her an email and get back to you.


    Lisa

     

     

  • Debra Thompson
    Debra Thompson
    Eighth Anniversary 5 Likes First Comment Facilitator Level 1

    Debra Thompson:

    We use the Opportunities for ALL of our agreements, including Grants. The Opportunity is filled out the same with the Assigned Solicitor. So the Assigned Solicitor helps determine in any reports which were grants. You could add Grant to the Instrument block in the Opportunity too. 

    Lisa Slawinski:

     

    Beth Gibney:

    Hi Friends,


    We are in the process of cleaning up and re organizing assigned solicitors, and then ultimately updating and using consistently the opportunity tab.  In review of how we will accomplish this, we identified that our grants are currently being tracked using GrantHub.  Its a great resource to keep all grants organized and at a quick glance have a summary of whats been applied for, pending, etc.  the downside is that when we run a report of opportunities in RE7 or RENXT, grants will not be included.  We do not use Financial Edge.  Does anyone else have a best practice or has customized the opportunity drop downs so that you can include grant data?  We currently only add a record for a grant if we are awarded the money. 



     

    Hi Beth,


    I wondered the same thing when I took the NXT course on Friday and forgot to ask the instructor.  I'll send her an email and get back to you.


    Lisa

     

     

     

     

  • Mike Jensen
    Mike Jensen
    Ancient Membership 10 Comments Photogenic 5 Likes

    Beth Gibney:

    Hi Friends,


    We are in the process of cleaning up and re organizing assigned solicitors, and then ultimately updating and using consistently the opportunity tab.  In review of how we will accomplish this, we identified that our grants are currently being tracked using GrantHub.  Its a great resource to keep all grants organized and at a quick glance have a summary of whats been applied for, pending, etc.  the downside is that when we run a report of opportunities in RE7 or RENXT, grants will not be included.  We do not use Financial Edge.  Does anyone else have a best practice or has customized the opportunity drop downs so that you can include grant data?  We currently only add a record for a grant if we are awarded the money. 

    Hello


    We do some of our Tracking in RE with proposals for Grants mainly just the awarded ones though


    In a proposal


    Set the Purpose as "Grant"

    Put in the fund the grant money will go to

    Instrument shows what type of Grant or type of grantor it is  State, Private, Federal or Corporate 

    The Amount Expected it the awarded amount

    The amount funded is each disbursement linked to the Proposal (that is a harder one to manage)

    The name of the grant must be set to what the award was for and the year it was awarded as some times a grantor will have multiple grants and it just makes it easier to track and link gifts


    Hope this help

    Mike




     

  • Lisa Slawinski
    Lisa Slawinski
    Ninth Anniversary 100 Comments 25 Likes Photogenic

    Beth Gibney:

    Hi Friends,


    We are in the process of cleaning up and re organizing assigned solicitors, and then ultimately updating and using consistently the opportunity tab.  In review of how we will accomplish this, we identified that our grants are currently being tracked using GrantHub.  Its a great resource to keep all grants organized and at a quick glance have a summary of whats been applied for, pending, etc.  the downside is that when we run a report of opportunities in RE7 or RENXT, grants will not be included.  We do not use Financial Edge.  Does anyone else have a best practice or has customized the opportunity drop downs so that you can include grant data?  We currently only add a record for a grant if we are awarded the money. 



    Hi Beth,


    Here is the response I received from my webinar instructor:  "You can definitely keep tracking those foundation proposals in the NXT webview. Proposal terminology corresponds to the “Opportunities” in the web view. The Opportunities have the same fields and manner of tracking proposals as the database view does. People can keep track of the opportunities they’re managing through their Work Center, opportunities can be added in the web view and the Analyze area has a great tab for monitoring the whole organization’s opportunities. "


    Since we haven't migrated yet to NXT, I can't picture exactly what this looks like, but have an idea from the test databases we've been using on the webinars.  We track our proposals through the Prospect Tab and Proposal section, so this should transfer over to NXT.  


    Lisa


     

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