How To Add an Award

Awards may be created from a fund opportunity (for clients with Competitive Award Management), a fund, or as a standalone award. Grant awards are created from a grant or grant opportunity.

1. Open Award Management>Awards.
2. Click the  (Create icon) in the Icon Bar.
3. In the pop-up window, select an award Recipient. This list pulls from Administration>License Information>Lead Recipients.
4. 4. Select your organization’s Responsible Person for the award (optional). Funder Responsible Persons are responsible for overseeing an awarded grant. These users can edit award details; performance plans, achievements and settings; and budgets, expenses, and settings. They can also view items related to their award. This list pulls from Contacts>Staff.
5. 5. Select your organization's Grant Manager. Funder Grant Managers have full access to edit grant details, and create, edit, and delete all items related to their awarded grant. The Funder Grant Manager may also assign responsibility for goals and line items to the Recipient Grant Manager. From there, the Recipient Grant Manager can reassign responsibility to others in their organization. This list pulls from Contacts>Staff.
6. Add an Award Identification Number (optional). This a reference number for an external system.
7. Add Award Name (optional). If no award name is provided, the name will default to "Recipient Name - Award."
8. Add Awarded Date, Length of Award in years and additional months, and Start Date.
9. Add a Description (optional).
10. Add a Unique Identifier (optional).
11. In the Funding Information section, select a Funding Type and funding source.
12. Click the   (Add icon).
    
13. Add Source Amount from funding source.
14. Add Business Unit (optional field). This field can be used as a unique identifier to track the dollars from the funding source on this award.
15. Click Create.