Create a Grant Application

Create a New Grant Application

A Grant Application must be created for every awarded Grant. This record can also be used to track and support the evaluation of all Applications.

Note: These steps may not mention every field that is available for creating Application records. Refer to the Applications Supertab for more information on all of the available fields.

1. In the Grantee and Grant Management module, click the New Application button (looks like a heart) on the toolbar.

Note: If this is the first Application you are entering in the session, the Default Application Entry Values window opens, where you can set default values for some of the Application entry fields. These default values remain in effect for every Application you create during the session, unless you change them. Refer to Setting Default Application Entry Values for more information.

2. Enter the ID Code of the Grant applicant. If you are not sure of the ID code, click the Lookup button (looks like a magnifying glass) next to this field to select from a list of Grantees.

3. Enter the Grant Amount. This amount is required for all Applications that are marked as Approved. FIMS will not allow you to post Approved Applications with no Grant Amount.

4. Enter the Grant Date.

5. Enter the Action code for the Application (Approved, Denied, Withdrawn, or Open).

Note: Applications that are coded as Open or Imported will be ignored by the Edit report and cannot be posted.

5. Enter the Fund ID for the Fund that is providing the Grant. If you are not sure of the appropriate ID code, click the Lookup button next to this field to select from a list of available Funds.

6. In the Program Name field, enter a brief description of the project that will be Funded by the Grant.

7. (Optional) Enter an additional description of the project in the Description field.

8. (Optional) Enter any additional data (for example, Program Area, Project, Request Type, or Population codes) that you want to include in the Application.

9. Click the Save button on the toolbar.

The basic Application entry is now complete, but the Grant will not impact history nor create a Grant Voucher in Accounts Payable until you run an error-free Edit report and post the Application. You may also wish to export Application data for merging into award letters. Refer to Processing Grant Applications for more information.