How To Add an Award

Awards may be created from a fund opportunity (for clients with Competitive Award Management), a fund, or as a standalone award. Grant awards are created from a grant or grant opportunity.

1. Open Award Management>Awards.
2. Click the  (Create icon) in the Icon Bar.
3. In the pop-up window, select an award Recipient. This list pulls from Administration>License Information>Lead Recipients.

4. Select your organization’s Funder Manager for the award (optional). Funder Managers are responsible for overseeing an awarded grant. These users can edit award details; performance plans, achievements and settings; and budgets, expenses, and settings. They can also view items related to their award. This list pulls from Contacts>Staff.

5. Select your organization's Additional User(s). Additional Users have full access to edit grant details, and create, edit, and delete all items related to their awarded grant. Additional Users may also assign responsibility for goals and line items to the Recipient Grant Manager. From there, the Recipient Grant Manager can reassign responsibility to others in their organization. This list pulls from Contacts>Staff.

6. Add an Award Identification Number (optional). This a reference number for an external system.
7. Add Award Name (optional). If no award name is provided, the name will default to "Recipient Name - Award."

8. Add the Awarded Date, the Start Date, and the End Date. After inputting these dates, the system will automatically calculate the Length of Award in years and additional months.

9. Add a Description (optional).

10. Add a Unique Identifier (optional).

11. Choose a Status from the dropdown menu.

    • Enabled: The award is active.

    • Disabled: The award is inactive.
    • Deleted: The award is archived.
12. Add a Description (optional).
13. Add a Unique Identifier (optional).
14. In the Funding Information section, select a Funding Type and funding source.
15. Click the   (Add icon).
    

16. Add Funding Amount from the funding source. This will autopopulate the Awarded Amount.

17. Add Business Unit (optional field). This field can be used as a unique identifier to track the dollars from the funding source on this award.

18. Add the Cash Match Requirement (optional).

19. Add the In Kind Match Requirement (optional).

20. Add the Other Funding Requirement (optional).

21. Click Create.