How set up requirements in NEW portal

Squirrel Main
Squirrel Main
Fourth Anniversary
in Blackbaud Grantmaking™ General Discussions

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??

Comments

  • Monica Jordan
    Monica Jordan
    Kudos 2 Grantmaking Fall 2025 Product Update Briefing Feedback Name Dropper Participant

    @Squirrel Main You can add grant acceptance and progress reports in the workflow. You must create the forms in the new portal before you can add them.

    Just a tip - unless you disable the auto-communications, the standard email template will be sent to grantees as soon as the requirement is published - caused some confusion for my grantees as the due date isn't included in the standard email template, so many thought their interim report was due right away. In the Legacy portal, I would publish the requirements and let the system send the auto-reminder a month in advance.

Categories