- How to enable Grant Tracking on a Form
To enable Grant Tracking on a Form, navigate to the Form in question and click on the pencil icon to edit the form:
Select the ‘Settings’ tab, and scroll down the General settings until you find the ‘Enable Grant Tracking’ setting:
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Toggle the Grant tracking setting to ‘On’, and a new setting will appear called ‘Grant Tracking Budget’. Click on ‘Not set’ to enter an amount, then click the blue tick icon:
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If you go back to view the Form in the Form list, you will see that the Grant amount will show:
N.B. If you have multiple Phases on a Form, and you want to enable Grant tracking on a specific Phase, then you will need to set up Grant tracking on that particular Phase. To do this, select the relevant Phase from the dropdown menu on the Form, click the pencil icon to edit it, then follow the steps outlined above to enable Grant Tracking.
- Applying the total amount awarded to an Application
Click on ‘Applications’ or on ‘Complete’ on a Form:
Next, locate the relevant application, then click on ‘View’:
On the right hand side of the screen, you will see the ‘Grant Tracking’ option. Click on this:
You will then be asked to enter the Total Amount Awarded to the Applicant. Enter the amount, and click ‘Save’:
Once you have entered an amount, you will see the budget breakdown and the total budget remaining.
- Applying different Drawdown amounts
If the Grant is being distributed in stages to the Applicant, you will be able to enter the individual amounts in the ‘New Drawdown’ section:
There will also be a record of each drawdown amount:
N.B. If you are looking to generate a report on Grants, the Help Centre lists articles on reporting.