Add Program

 

 

Add Grant Program

Modules>Grants>Grant Program>Add Program

A Grant Program is a program offered by your organization to award money to organizations or individuals who actively promote your chosen cause. Add a Grant Program when you want to track and manage your grants, grant applicants, and program funding.

To add a Grant Program, use the following steps:

1. Go to Modules>Grants>Grant Program>Add Program. The Add – Grant Program page opens.
2. Fill in the fields as for the Grant Program section as described in the following table:

   Field Name	Required?	Description
   program code	Required	Enter the code to be used for the Grant Program. This is how NetForum list pages reference the Grant Program.
   program name	Required	Enter the name to be used for the Grant Program. This is how eWeb users see the Grant Program.
   description	Optional	Enter a description for the Grant Program. This description is visible on eWeb.
   program start date	Optional	Click the calendar icon to view the date picker. Choose the date the new Grant Program will begin. This date will populate the program start date 'field. You can also manually enter this date.
   program end date	Optional	Click the calendar icon to view the date picker. Choose the date the new Grant Program will end. This date will populate the program end date 'field. You can also manually enter this date.
   application deadline	Required	Click the calendar icon to view the date picker. Choose the date applications for the new Grant Program will no longer be accepted. This date will populate the application deadline field. You can also manually enter this date.
   expected amount	Optional	Enter the award amount expected by recipients of this grant.
   max award amount	Optional	Enter the maximum award amount to be awarded to recipients of this grant.
   award date	Required	Click the calendar icon to view the date picker. Choose the date the moneys for this Grant Program will be awarded. This date will populate the award date field. You can also manually enter this date.
   post to web date	Optional	Click the calendar icon to view the date picker. Choose the date this Grant Program will be visible on eWeb. This date will populate the award date field. You can also manually enter this date. This field is only necessary if applications for the Grant Program will be made available on the eWeb site.
   remove from web date	Optional	Click the calendar icon to view the date picker. Choose the date this Grant Program will no longer be visible on eWeb. This date will populate the award date field. You can also manually enter this date. This field is only necessary if applications for the Grant Program will be made available on the eWeb site.
   sell online?	Optional	Click this checkbox to make this Grant Program available on your eWeb site.

3. Fill in the fields for the G/l Accounts Section as described in the table below:

   Field	Required	Description
   business unit	Required	This drop-down will already be populated with your organization's acronym. If you manage more than one entity, select the entity this product will be sold under.
   project	Optional	Select a project that was added when adding a business unit. You can search or query on this value later.
   a/r account	Required	Select the account for Accounts Receivable from the drop-down box. This field defaults to an account and not to blank. Make sure you select the account you want. The account you choose is debited every time you sell an event registration.
   revenue account	Required	Select the account for revenue from the drop-down box. This field defaults to an account and not to blank. Make sure you select the account you want. This account is credited when you sell an event registration, and debited when you void an invoice in a closed batch
   liability account	Required	Select the account for liability from the drop-down box. This field defaults to an account and not to blank. Make sure you select the account you want. This account is credited when a paid invoice is canceled.
   return account	Required	Select the account for return from the drop-down box. This field defaults to an account and not to blank. Make sure you select the account you want. This account is debited when an invoice is canceled. For most associations, the return account is the same account used for the revenue account.
   write off account	Required	Select the account for Accounts Receivable from the drop-down box. This field defaults to an account and not to blank. Make sure you select the account you want. This account is debited when you create a write off. This is typically an expense account or the revenue account for the product.
   grant debit account	Required	Select the account for Grant Debit Account from the drop-down box.
   grant liability account	Required	Select the account for Grant Liability Account from the drop-down box.

4. Click the Save button to save your changes and go to the Grant Program Profile page. Click the Cancel button to clear your changes and return to the previous page.