Difference between Grant Agreement form and Progress Report form

Valerie Marshall
Valerie Marshall
Sixth Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Grantmaking™ General Discussions

Can anybody explain the differences other than general descriptions? Is there any functional difference? If I have a form that the applicant fills out immediately after a grant is awarded, but it is not technically an “agreement” or contract. Neither is it a progress report. The grant has been awarded, so I'm guessing I should not use a request type form like “Other Applicant Form”. Is there some underlying functionality that would prevent me from using either requirement form type? Or is it all just semantics and a way of organizing forms? I don't want to choose one and find out down the road that I should have used the other because of something nobody can describe to me now. Thank you.

Comments

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

    @Valerie Marshall Following your question as I'd love more insight too! I tried to use the Grant Agreement Form but couldn't figure out how to add to the request a requirement. So I recreated it as the progress report and it's working well :)

  • Valerie Marshall
    Valerie Marshall
    Sixth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Monica Jordan I was able to add it just like a requirement … after I added it to the program workflow. Did you do that step?

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

    @Valerie Marshall Sounds like I might have missed a step! lol

  • Nick Mills
    Nick Mills Blackbaud Employee
    Eighth Anniversary Kudos 1 Name Dropper Participant

    @Valerie Marshall

    Progress Reports, Grant Agreements and Additional Documentation all function as Requirement forms, and they're all functionally identical. The difference in naming convention is just in the Manage Forms section where you are managing and modifying your various forms, and the names can help you categorize the types of requirements you may have, but in terms of how an applicant would interact with them, how Grantmaking would treat them, etc. they are all functionally identical. Regardless of the type of form you create for requirements, they must be published and then added to the Program Workflow associated with the Request form before you can publish them out to an applicant/grantee.

  • Valerie Marshall
    Valerie Marshall
    Sixth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Nick Mills Thank you, Nick! Very helpful.

  • Valerie Marshall
    Valerie Marshall
    Sixth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Monica Jordan It happens to the best of us!

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