Is there a way to view applications that have been started, but not yet signed/submitted in the New Portal (draft status vs submitted)?
Hello! My organization currently tracks all government and private grants using Excel spreadsheets. As our funding and contracts increase, we are working to centralize our grant management into a database. Our goal is to track the entire grant process, from uploading award notifications and documents to assigning tasks for…
Hello! I've been trying to create a stage 2 application using the instructions in knowledgebase but so far I am unsuccessful and I am honestly finding the instructions a bit confusing. Does anyone know if there is a video demo of how to do this? I have been going to the office hours/webinars and don't recall seeing this.…
Hello all! Here are the July Webinar details! I invite you to ask questions that you'd like answered here or in the webinar; as well as to share any experiences you have relevant to the subject! I'll be inviting the speakers to join us here in the discussion both leading up to the webinar as well as for a post-webinar Q/A.…
Hello! I've created programs, and have a few new requests coming in…..but how do I set up specific requirements in the new system (eg, progress report dates). And payments as well. Where are the instructions for how to tailor this for each NEW application? Or is it the same as before??
I am testing posting Legacy portal requirements to the new portal, but when I post the requirement fields are blank. None of the fields we post from BBGM to the requirement (requirement type/due date/project title/grant amount) are posting to the new portal. How will the grantee know what they are completing a report for?…
Would it make sense to create several generic programs for Legacy Requirements per grant type (is that what was meant by cohorts)?
Just to clarify: legacy requirements will be pulled into the new portal through a program workflow? So new requirement forms are NOT necessary for legacy requests with legacy requirements?
I deleted a field (organization name and EIN) to add it to a different page and now it's not showing up in form builder. Has anyone run into this issue, and if so, how do I find the field to add it? Thanks, Sheryl
With the legacy version going away I understand that the applicant/grantee portal & applications will be changing but how about everything on the backend. Will it still be the same as it is now. Will all the prior applications, history & documents be there and can be exported? Will we still be able to run reports on data…
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