Grants Manager Activities Tab

The Activities tab of the Grants Manager lists all activities associated with your proposals and grants, whether incoming or outgoing.  Use the features of the list to sort and filter the list.

At the top of the screen you have the following options for selecting what to view:

Grant type (select one):

1. Incoming: grants that your organization receives from foundations and other organizations.
2. Outgoing: grants that your organization makes to other non-profits or individuals.

Scheduled Date range  

In addition you can use the Filter, including the Advanced Filter, to narrow down the list of activities.

The Activities tab has the following buttons:

1. Edit - to make changes to the selected activity.
2. Update Selected - to make changes to a group of activities at the same time. First select the activities to change by clicking on the check boxes in the first column of the list and then clicking on Update Selected. You can update the following fields:
   1. Schedule date - the date this activity is scheduled.
   2. Completed date - the date this activity has been completed.
   3. Activity type - the Activity Type codes are defined on the Codes tab of the Admin tab.
   4. Assigned to - the name of the person in your organization who is responsible for this activity.
   5. Summary -  a short summary, or title, for the activity. This summary appears as the activity title in the Task List/Tickler.
   6. Notes - any additional notes.
3. Delete - to delete a selected activity.