Activating Advanced Features: Amendments

Amendments allow you to track and record funder-approved changes to a grant record in Euna Grants. Once your funder approves a change, log it in Euna Grants to document changes to the awarded amount, award duration, budget, or performance plan. After entering an approved amendment, update any relevant grant details on the grant record to reflect the approved changes.

Important: Amendments are for internal tracking only. Amendments logged in Euna Grants do not notify your funder or transmit any information outside of the system. Before entering an amendment, follow your funder's established procedures to submit and receive approval for any changes to your award.

This article includes the following sections:

• Amendment Types
• Accessing Amendments
• Creating an Amendment
  • Awarded Amount
  • Award Duration
  • Budget
  • Performance Measure

Amendment Types

Euna Grants provides four amendment types. The table below describes each type and when to use it.

Accessing Amendments

Amendments are accessed from the individual grant record.

To access Amendments:

1. Navigate to Grant Management > Grants. 
   
   The All Grants page displays.
2. Select the applicable grant. 
   The Grant Details page displays.
3. Navigate to Post Award > Management > Amendments.
   
   The Amendments page displays.

Creating an Amendment

Each amendment type requires an amendment name and date approved. Optional fields common to all types include a justification, file attachments, and internal notes.

To create a new amendment:

1. Click the Create button in the options toolbar. 
   
   The Amendment form displays.
2. Enter an Amendment Name.
3. Enter the Date Approved.
4. Select the checkbox for the Areas to Amend. 
   Additional fields display based on the area selected.
5. Complete the area-specific fields.
   Refer to the sections below for field descriptions.
6. Add a justification, upload relevant files, and enter any internal notes as needed.
7. Click the Finalize button. 
   The amendment displays on the Amendments page.

Awarded Amount

The Awarded Amount amendment records a funder-approved change to the total amount awarded.

After selecting Awarded Amount, the current awarded amount displays for reference. Complete the following field:

• Approved Awarded Amount: Enter the new approved total.

Award Duration

The Award Duration amendment records a funder-approved change to the length or close-out date of the award.

After selecting Award Duration, complete the following fields:

• Approved End Date: Enter the revised award end date.
  The Approved Length of Award field updates automatically.
• Approved Close Out Date: Enter the approved close-out date.

Budget

The Budget amendment records a funder-approved change to the budget.

After selecting Budget, complete the following steps:

1. Click the Download Budget button. 
   The current budget downloads as an Excel file.
2. Open the downloaded file and revise as needed.
3. Return to the Amendment form and click the Choose File button. 
   The file explorer displays.
4. Select and upload the revised budget file.
5. Enter a Summary of Changes Narrative.

Performance Measure

The Performance Measure amendment records a funder-approved change or addition to the performance plan.

After selecting Performance Measure, complete the applicable steps below.

To update an existing performance measure:

1. Select the checkbox next to the existing performance measure. 
   The target fields display, showing the current target value for reference.
2. Enter the Approved Target Number.

To add a new performance measure:

1. Click the Add New Measure button. 
   The New Measures section displays.
2. Select a measure type from the Type dropdown list.
3. Enter the Name, Approved Target Number or Percent, and Description.