How To Copy a Grant

Grants includes all grants that an organization has begun to apply for, applied for, received, or been denied. Grants may be accessed from lists organized by award status within the Grant Management module. Grant lists include All Grants, Pending Grants (Pending, Internal Review, or To Be Submitted status), Active Grants (Approved or Extended status), Denied Grants, Cancelled Grants, Closed Grants, Completed Grants, Deleted/Disabled Grants, Grants Awarded (grants that have been awarded to recipient organizations), and Sub-Awards. For more information on grants awarded, see the Award Management Guide.

Copying a grant provides a quick method for pulling over all existing grant information into a new grant record. When a grant is copied, all information from the grant details pulls into the new grant record. Once copied, any grant-related information may be updated or deleted as needed.

Prerequisite: Must be an Organizational Administrator or Department Admin

1. Open Grant Management>Grants>All Grants.
2. Click a grant name.
3. Click the  (Copy icon) in the Icon Bar.
4. Update information as necessary.
5. Click Copy.