Mid-grant transition

Monica Jordan

I'm still learning about the new system and the workflows, and I'm wondering if anyone is further ahead in their learning than I am ?.

I'm wondering about the process to switch grantees mid-grant cycle. We award grants that should be expended within 12 months. Our most recent round closed August 12 (applications are in the legacy portal). For projects that are awarded funding, their final report will be due in October 2025 (past the sunset date of the legacy portal). So I am considering switching them to the new grantee portal ASAP, starting with their grant agreement within the next few weeks so they're into the new system before their progress reports are due. But if I'm understanding the requirements in the new system, they're linked to the program (vs. linked to the request in the legacy portal). And these applicants aren't currently linked to a program in the new applicant portal.

Has anyone figured out the switch?

Thanks!

Ray Borkman

@Monica Jordan
I'm wondering if some of the answers and resources here might be helpful? https://kb.blackbaud.com/knowledgebase/articles/Article/204732

Monica Jordan

@Ray Borkman Thanks for the link - I will keep an eye on it. ?

Monica Jordan

@Monica Jordan Update to my post - at this time, it's not possible to transfer between the legacy portal and new grantee portal. So I will continue with the grant agreement in the legacy portal and consider reporting requirements in the coming months!

How's everyone else making out?