general:setupgranttypes

Set up grant types

Grants and Projects > Tables > SSA Grants > Grant Types

Set up a list of grant types and descriptions that can be used to facilitate the appropriate workflows and member notifications for each grant. Grant types are tied to a Grant ID and Member on the Grant Maintenance page. Grant types cannot be changed once they are in use; however, grant descriptions can be changed at any time.

Additionally, you can use the grant amounts spyglass feature to maintain annual budget amounts for multi-year grant types.

❏ Click +Add to add a row.

Grant Type

Type a unique user-defined grant type. This field can be a maximum of ten alphanumeric characters.

Description

Type a user-defined grant type description. This field can be a maximum of 40 alphanumeric characters.

Grant Amount

Click

to display the Grant Amounts pop-up window. The Grant Amounts pop-up window allows you to maintain annual budget amounts for each year associated with the selected multi-year grant type.

The selected Grant Type is displayed at the top of the pop-up window. You can add new years and budget amounts, or edit existing amounts as needed.

Note: Future functionality will use this information to prevent the disbursement of reimbursements over the allotted annual budget amount. However, at this time, it is for informational purposes only.

❏ Click +Add to add a new row.

Year	Type a four-digit grant year.
Amount	Type the annual budget amount for the selected grant type. This amount cannot be greater than 999,999,999.99.

❏ Click OK to accept the changes and close the pop-up window. Otherwise, click X or Cancel to return to the Grant Types tab without making changes to the grant amounts.

	Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved. Click OK to close the pop-up window and return to the Grant Types tab. Click Save to delete the rows marked for deletion.

Status

Click

to select the grant type status (A - Active or I - Inactive).

❏ Click Save.