NFP EM Grant Administrator

The Grant Administrators are responsible for liaising with program, finance, and development. They track and manage all compliance related to grants, pledges, and restrictions.

The Grant Administrator role includes custom dashboards. The following table highlights the key portlets on the Home dashboard.

Center Type

Custom Center Tabs

Portlets

Accounting

  • Home

  • Billing

  • Constituents

  • Vendors

  • Payroll and HR

  • Financial

  • NFP CRM Center

  • NFP Financial Center

  • Reminders

    (reminders with zero results still appear)

    • Tasks due today

    • Tasks to complete (standard)

    • Overdue Grant Payments (headline)

  • KPI Meters

    • New Grant Opportunities

  • Trend Graphs

    • Monthly Program Service Expenses (on the left)

    • Monthly Total Grant Revenue (on the right)

  • Report Snapshots

    • Expenses by Grant (on the left)

    • Grant Revenue Distribution (on the right)

  • Navigation Shortcuts

    • NFP Grants Management

    • Initiate Grant

    • Manage Grants

    • Transactions

    • Reports

  • Key Performance Indicators

    • New Grant Opportunities

    • Open Grant Opportunities

    • Grants Won

    • Grants Lost

    • Grant Pipeline

    • Grant Receivables

    • Unbilled Grants (Sales Orders)

    • Total Grant Revenue

    For details on the custom KPIs, see Social Impact KPIs.

  • Custom Saved Search

    • Net Assets by Grant

    • Upcoming Grant Milestones

  • Settings (standard portlet)

Note:

Account Reconciliation Summary is a portlet added by core NetSuite. For more information about this portlet, see Portlet Types Table.

Related Topics:

Social Impact Standard Edition Roles and Dashboards
NFP EM CEO
NFP EM CFO
NFP EM Controller
NFP EM Program Manager
NFP EM A/P Clerk
NFP EM A/R Clerk

General Notices