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Documentation Guides

Pursuing a grant

From a match to a tracked grant with a checklist, tasks and a deadline.

An opportunity is a call in the directory. Pursuing it makes it a grant in your workspace.

Steps

  1. Open Grants. New matches are listed under Inbox with their funder fit: Strong, Fair, Weak or Blocked.
  2. Open a match to see the reasons for and against, the deadline and the sentence on the funder's page it was read from.
  3. Choose Watch to keep an eye on it, or Pursue to start work.
  4. When you pursue, the Management desk reads the call and builds a checklist of what the funder asks for, with tasks for your team.
  5. Move the grant through the stages as work proceeds: Pursuing, LOI, Drafting, Review, Submitted, then Awarded or Declined.

Adding a grant yourself

Use New grant on the Grants tab for a call that is not in the directory. Enter the funder, the title of the call, the amount and the link to it.

Deadlines

A deadline is always shown with where it came from. A date you typed shows as "You said" until it is confirmed against the funder's page.

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