How To Create a Fund Award from an Opportunity

Grant or fund awards can be created from opportunities. 

Prerequisite: The application must be in the Final Review workflow

1. Open Award Management>Fund Opportunities.
2. Click an opportunity name.
3. Open the Opportunity Review tab.
4. Click an application name.
5. Open the Workflow tab>Available Actions>Select Applicant for Award.
   
6. In the pop-up window, select your organization’s Responsible Person for the award. This list pulls from Contacts>Staff.
7. Add an Award Identification Number (optional).
8. Add an Award Name (optional)
9. Select the Awarded Date. This is the date the award will be given to the recipient.
10. Add the Length of Award in full years and any additional months.
11. Select the award Start Date. The End Date will populate automatically based on the award Start Date and Length of Award.
12. Add an award Description and Unique Identifier (optional).
13. Select the record Status as Enabled. This will create an enabled Fund Award record in your AmpliFund account.
14. In the Funding Information section, add amounts from each a funding source. These will add to the Total Awarded Amount.
15. In the Workflow section, add Comments (optional). These comments will not be shared with applicants.
16. Click Create.