Changing Programs After Considering an Application

Garry Haack
Garry Haack
Tenth Anniversary Kudos 2 Name Dropper Participant
in Blackbaud Grantmaking™ General Discussions

Is there a way to move an application to a different program once you have considered it? We have different reporting forms for each of our programs.

Answers

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 2026 Spring PUB Altru First Reply

    Hi @Garry Haack I am checking with my team on this!

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 2026 Spring PUB Altru First Reply

    Hi @Garry Haack I checked with my team and they recommend opening a support ticket as this might be a more complicated process and they want to ensure the correct steps are given. Thanks!

  • Garry Haack
    Garry Haack
    Tenth Anniversary Kudos 2 Name Dropper Participant
    edited March 19

    Thanks Crystal, We don't have the issue we were just planning ahead just in case.

  • Kim Hook
    Kim Hook
    Facilitator 1

    I recently helped a client with this issue - their Board had decided it should be coded under a different program to the one they applied under. In the end we decided to use the Renew feature to create a new Request record, which copied all the fields and codes etc over. When publishing the first Requirement we were able to choose the desired Program.

    The two Requests are linked by ID number (the renewed one is .01 of the original ID). I encouraged them to put an explanation in those records so they would know why this was done later down the road, and also for when they were calculating statistics.

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