AmpliFundamentals: Core Concept: Grant Maker Navigation

24 STEPS

1. Welcome to the Euna Grants Core Concept video focused on navigation for Grant Maker customers. 

2. Before we dive in, let’s review some key terminology you will see in Euna Grants. 

3. While your organization may use different words for these concepts, it is important to understand how they all connect in Euna Grants.

4. On the left side in indigo is your left navigation menu. This will guide you to different areas of Euna Grants. We’ll dive into this area shortly. 

5. On the top right side is the icon tool bar. The icons you see in each section will change but you can access printing and exporting options, help and the ability to change your home screen. 

6. If you click on the “I”, a pop up will appear to reach the help and support options.

7. From here, you can access our support site via this link. That includes user guides, additional videos, and instructions.

8. Your name and email address auto-populate from your user record

9. Add a subject, description, and any files that might help us with your question.

10. Click Submit

11. From the drop down next to your name in the upper right corner, you can access your account information, change your password, access our help center and more! 

12. Let’s go back over to the left navigation menu starting with Administration

13. Click Administration. 

14. Under this section you find key security features like the activity log and user set up. You also can set up your departments and budget categories from this section, which we’ll learn about with Master data.

15. Click Knowledge Center. This is updated with important grant news, forms and webinars that you might find useful. 

16. Click Documents. There are many areas of Euna Grants where you can upload documents, and your subscription includes unlimited document storage. Here you can access all your uploaded documents. 

17. Click Reports. This is where you can, run summary standard reports of your opportunities or create custom reports based on specific data points.

18. Click Fund Management. This will include the funds you set up and awards you generate for recipients.

19. Click Program Management. From here, you can see your programs, opportunities, awards, and recipients.

20. Click Grant Management. From here, you can manage your Grants

21. Click Research. From here, you can search in Euna Grants, see previous searches, and saved searches

22. Click Contacts. This is where you will create and manage organizations or funding sources, individuals who work at those organizations. You will also add your staff to this section. 

23. Click Activity. Here you’ll be able to access key events, tasks you’ve added, workflow actions and the message center. 

24. Through this Core Concept video, you learned about navigation in Euna Grants for Grant Maker Customers. To review additional videos, please visit our support site. Thank you.