Instructions
Step-by-step instructions on using AmpliFund's features
Activity
- How To Change the Month
- How To Change the Time Period
- How To Return the Calendar to the Current Date
- How To View My Events and Tasks
- How To Filter by Grant
- How To View Calendar Item Details
Administration
- How To Add/Edit Account Details
- How To Add/Edit Account Settings
- How To Add a Lead Recipient
- How To Import Lead Recipients
- How To Add a Sub-Recipient
- How To Import Sub-Recipients
Applicant Portal
- How To Create an Account on the Applicant Portal
- How To Edit Your Account Information
- How To Log In to the Applicant Portal
- How To Log Out of the Applicant Portal
- How To Change Your Password
- How To Invite Users to Your Organization Account
Award Management
- How To View a Fund Opportunity
- How To Add a Fund Opportunity
- How To Edit a Fund Opportunity
- How To Delete a Fund Opportunity
- How To Publish a Fund Opportunity
- How To View a Grant Opportunity
Competitive Award Management
- How To Add Purpose Areas to Budget Template Categories
- How To Create a Fund Opportunity
- How To Create a Grant Opportunity
- How To Edit an Opportunity
- How To Delete an Opportunity
- How To Add Program Funding to a Fund Opportunity
Contacts
- How To View an Organization
- How To Add an Organization
- How To Edit an Organization
- How To Copy an Organization
- How To Delete an Organization
- How To Restore a Deleted Organization
Documents
- How To Add a Folder
- How To Edit a Folder Name
- How To Move a Folder
- How To Delete a Folder
- How To View a Document
- How To Add a Document
Fund Management
- How To View a Fund
- How To Add a Fund
- How To Edit a Fund
- How To Copy a Fund
- How To Delete a Fund
- How To Restore a Fund
Grant Management: Overview
- How To View Overall Grant Dashboard
- How To View an Individual Grant Dashboard
- How To Add a Grant
- How To Edit a Grant
- How To Copy a Grant
- How To Delete a Grant
Grant Management: Pre-Award
- How To Add a Submission Performance Milestone Goal
- How To Add a Submission Performance Narrative Goal
- How To Add a Submission Performance Numeric Goal
- How To Add a Submission Performance Percent Achieved Goal
- How To Add a Submission Performance Percent Changed Goal
- How To Add a Submission Performance Reimbursement Goal
Grant Management: Award
- How To Mark a Grant as Awarded
- How To Copy a Submission Performance Plan to Post-Award
- How To Copy a Submission Budget to Post-Award
- How To Configure Award Performance Plan Settings
- How To Configure Award Budget Settings
- How To Activate a Grant Award
Grant Management: Post-Award
- How To Configure Grant Budget Settings
- How To Add a Category to Grant Budget
- How To Edit a Category on Grant Budget
- How To Delete a Category on Grant Budget
- How To Unlock a Category on Grant Budget
- How To Add a Grant Personnel Budget Line Item
Grant Management: Grant Workflow
Project Management
- How To Add a Project
- How To Edit a Project
- How To Copy a Project
- How To Delete a Project
- How To Purge a Project
- How To Restore a Project
Reports
- How To Run a Report
- How To View a Report for a Specific Record
- How To Search a Report
- How To Filter Report Data
- How To Change Report Formatting
- How To Remove Changes to Formatting or Filtering
Tools
- How To View an Email
- How To Create an Email
- How To View a Task
- How To Add a Task
- How To Edit a Task
- How To Delete a Task