After the Session: Making Projects and Grants Work for You

T-codes, t-codes everywhere! At least that was my takeaway from this amazing session with Tara Pawlowski. She did a wonderful job of highlighting the importance of the account structure and how this plays into correctly creating projects and grants in the system. It's important to put time and thought into your account structure, especially if you want to take advantage of the time saving benefits when adding additional grants and projects later on. Let's not forget budgets and the important part projects play into creating an accurate projection! This was a session that was packed with information so I'll be doing more feature focuses on this in the future. 


And now on to your top questions, answered!


Q: Should Events be Project or T-Code?

A: Depending on the needs of your organization, either could do the trick.  If you're a Raiser's Edge user, a t-code can be linked to bring in event information. 


Q: How does a new project or grant budget effect an existing operating budget already entered?

A: You can have as many budget scenarios as needed.  However, you choose to to run your report with whatever budget(s) you choose.  You can also merge budgets to consolidate if needed.


Q: Can you use Project, Grant, and T-code at the same time?

A: Yes you can! 


Q: How many different grants are allowed?

A: There is not a cap with those records - projects or grants.


Q: Is there an advantage to using grants vs. a separate project code?

A: The only advantage to using the Grant T-code route is if you're working with reimbursable grants and need to invoice for services or bill back later using the AR module.  It will create charges for you based on your grant tracking.



Thank you to everyone that came out for this session! If you were unable to make it, you can watch it on demand here! Also the resources for the session are attached below.