Instructions
Step-by-step instructions on using Euna Grants features
Activity
- How To Change the Month
- How To Change the Time Period
- How To Return the Calendar to the Current Date
- How To View My Events and Tasks
- How To Filter by Grant
- How To View Calendar Item Details
Administration
- Adding Hyperlinks to Custom Reports
- How To Add a Custom Form Extension to an Activity
- How To Add a Custom Form Extension to a Deliverable
- How To Add a Custom Form Extension to a Measure
- Workflow Task Review Automation Overview
- How to Save Your Task Review Progress and Resume Later
Applicant Portal
- How To View Performance Plan Data in the Application PDF
- How To Add A Percent Measure
- How To Add a Numeric Measure on an Application
- How To Add a Milestone Measure on an Application
- How To Add a Measure on an Application
- How To Create an Account on the Applicant Portal
Award Management
- How To View a Fund Opportunity
- How To Add a Fund Opportunity
- How To Edit a Fund Opportunity
- How To Delete a Fund Opportunity
- How To Publish a Fund Opportunity
- How To View a Grant Opportunity
Program Management
- How To Delete a Deliverable on an Opportunity
- How To Edit a Deliverable on an Opportunity
- How To Add a Deliverable to an Opportunity
- How To Configure Whether Applicants Can Propose Their Own Measures
- How To Delete A Measure On An Opportunity
- How To Edit A Measure On An Opportunity
Contacts
- How To View an Organization
- How To Add an Organization
- How To Edit an Organization
- How To Copy an Organization
- How To Delete an Organization
- How To Restore a Deleted Organization
Documents
- How To Add a Folder
- How To Edit a Folder Name
- How To Move a Folder
- How To Delete a Folder
- How To View a Document
- How To Add a Document
Fund Management
- How To View a Fund
- How To Add a Fund
- How To Edit a Fund
- How To Copy a Fund
- How To Delete a Fund
- How To Restore a Fund
Grant Management: Overview
- Deliverables, Measures, and Activities Overview
- How To View Overall Grant Dashboard
- How To View an Individual Grant Dashboard
- How To Add a Grant
- How To Edit a Grant
- How To Copy a Grant
Grant Management: Pre-Award
- How To Copy a Deliverable to Post-Award
- How To Copy a Measure to Post-Award
- How To Add a Submission Performance Milestone Goal
- How To Add a Submission Performance Narrative Goal
- How To Add a Submission Performance Numeric Goal
- How To Add a Submission Performance Percent Achieved Goal
Grant Management: Award
- How To Mark a Grant as Awarded
- How To Copy a Submission Performance Plan to Post-Award
- How To Copy a Submission Budget to Post-Award
- How To Configure Award Performance Plan Settings
- How To Configure Award Budget Settings
- How To Activate a Grant Award
Grant Management: Post-Award
- How To Remove A Performance Measure From An Amendment
- How To Edit a Performance Measure in an Amendment
- How To Add a Performance Measure Amendment
- How To Add an Activity on a Grant
- How To Track Progress on a Deliverable
- How To View Deliverables on a Grant
Grant Management: Grant Workflow
Project Management
- How To Add a Project
- How To Edit a Project
- How To Copy a Project
- How To Delete a Project
- How To Purge a Project
- How To Restore a Project
Reports
- How To Run a Report
- How To View a Report for a Specific Record
- How To Search a Report
- How To Filter Report Data
- How To Change Report Formatting
- How To Remove Changes to Formatting or Filtering
Tools
- How To View an Email
- How To Create an Email
- How To View a Task
- How To Add a Task
- How To Edit a Task
- How To Delete a Task