Editing a Grant

A grant is a custom segment. For details, see Custom Segments for NFP Financials.

Use the grant record to store important information and report on that information.

Each transaction is associated with a grant ID at the line-item level for direct expense attribution.

To edit a grant:

1. Go to NFP Financial Center > Grant Management > Grant.

2. Click Edit next to the grant you want to modify.

3. On the Grant page, modify the grant as needed.

4. To inactivate this grant record, check the Inactivate box.

   Inactivated records do not appear in lists or as options anywhere in your account.

   To view inactivated grant records or reactivate them, go to NFP Financial Center > Grant Management > Grants, and then check the Show Inactives box.

5. Click Save.

Related Topics

• Grant Management
• Creating a Grant
• Creating a Grant Opportunity
• Creating a Grant Milestone
• Upcoming Grant Milestones Report
• Grant Statement of Activity
• Overdue Grant Payments
• Unbilled Grants Report

General Notices