How Do I Mark Funding on an Application?

To mark grant recommendations:

1. Click into the application that you would like to fund. Note: You can fund an applicant through their application submitted to your funding opportunity or directly through their organization profile.
   
2. To mark funding on an application submitted to your funding opportunity, go to the Submissions table, and choose the application you are going to fund.
3.  Click on the Fund button.
    
   A pop-up window will open.
   
   
4. Dropdown: Commitment Actions
   • Select Add New Funding
5. Dropdown: Is this commitment on behalf of a grant cycle?
   • If you are marking funding on behalf of a grant cycle, choose the grant cycle listed in the dropdown box.
   • If you are marking funding on behalf of your fund, select the fund name and populate relevant fields.
6. Dropdown: Grant Type
   • Choose the grant type you wish to award the grantee, keeping in mind the following definitions:
     • A General Operating Grant is unrestricted and supports an organization's overall activities. These include but are not limited to operating expenses and overhead.
     • A Program or Project Support Grant is restricted funding that typically supports a very specific project or activity of the organization. These grants are usually tied to specific project-based outcomes.
     • If the organization is fiscally sponsored, please select Program or Project Support Grant.
       You can add a comment in the Comment box indicating any special note about that funding.
7. Tags field: You can assign up to five new or existing tags to categorize your funding and track commitments internally.
8. Grant payment information fields
   • Amount Committed
     • Type the dollar amount of the grant.
   • Date Committed
     • Use the calendar to choose the grant commitment date.
   • Payment Format
     • In the dropdown, choose the payment type (check, online, stock, ACH, Wire, other).
   • Date Paid
     • Use the calendar to choose the date the grant was paid.

Note: Organizations will be able to see commitments marked on their application and organization profile.

If you marked funding incorrectly, to edit, you will need to visit your Dashboard, click on Funding and then click on the proposal you previously marked funding for. Click Fund and under Commitment Actions, choose the corresponding cycle and edit and click Save.

To mark funding directly through an organization’s profile page, search for the organization you are looking to fund, click on their profile page, click the Fund button and follow the steps above. 

You will have the option of sending a notification to the grantee following the commitment. You can send an email at this time, or return to your dashboard to send at a later time.

Below is a video walkthrough on how to mark funding on an application:

Next: Send award and declination emails