Contents
Overview
This article shows Program Admins which settings can and cannot be changed after publishing an award cycle in Next. Use it as a reference before you publish to avoid surprises.
What Can vs. Cannot Be Changed After Publishing
Find the setting you're looking for below, organized by where it lives in the platform.
📌Note: Most settings work the same for both award cycle types. Where a setting works differently, you'll see it marked with 🗓️ (deadline-based) or 🔄 (rolling). Not sure which cycle type you have? See ➡️ Deadline-Based vs. Rolling Cycles.
Program Settings
Program Setup
🔍 Where to find it: Open the program, then go to Program Settings > Program Setup. The Program Setup screen has expandable sections.
| Section | Setting | Can you change after publishing? | Notes |
|
General
|
Program title, type, description | ✅ Yes | |
| "Is this program currently active" toggle | ✅ Yes | ||
| "Is this an invitation-only program?" toggle | ❌ No | Locked after publishing | |
| Program URL | URL | ❌ No | Locked after publishing |
Cycle Settings
🔍 Where to find it: Go to Program Settings > All Award Cycles, then open the award cycle.
Cycle Settings has two levels of navigation: tabs across the top, and left-hand menus inside some tabs. Each section below matches one tab. If that tab has a left-hand menu, its menu items are listed too.
Cycle Info
| Menu Item | Setting | Can you change after publishing? | Notes |
| Cycle Details | Award cycle title and description | ✅ Yes |
Financials
| Menu Item | Setting | Can you change after publishing? | Notes |
| Award Setup | Award Setup | ✅ Yes |
Editable until you notify at least one recipient. After that, some settings become locked. Funds allocated to an award cannot be removed — this is true even before you publish. For more help, see ➡️ Award Setup |
| Expense Settings (if budgets are enabled for the organization) | Log Expenses toggle | ❌ No | Locked after publishing |
| Categories (if budgets are enabled for the organization) | Categories | ✅ Yes |
Intake
| Menu Item | Setting | Can you change after publishing? | Notes |
| Applicant Profiles | Individual Applicants and Organization Applicants toggles | ⚠️If you unpublish the cycle | *See unpublishing notes below |
| Eligibility | Eligibility Form and "intended outcome" selection | ❌ No | Locked after publishing |
| Intake Forms | Published Intake Forms | ⚠️If you unpublish the cycle | *See unpublishing notes below |
| Request Forms | Published Request Forms | ⚠️If you unpublish the cycle | *See unpublishing notes below |
*⚠️ Unpublishing to make Intake changes: Before unpublishing, review ➡️ Unpublish for important information. While unpublished, you can:
- Change the Applicant Profile toggles
- Edit field labels, help text, headings, rich text, and presentational text in Intake/Request Forms
- Add fields to Intake/Request forms
-
Hide fields (you can't delete them) in Intake/Request Forms
Review
| Setting | Can you change after publishing? | Notes |
|
Feedback Forms (🗓️ Deadline-Based Cycle) |
✅ Yes, before the Review Round starts | Locked once the Review Round starts |
|
Feedback Forms (🔄 Rolling Cycle) |
❌ No | Locked after publishing |
Workflow
| Menu Item | Setting | Can you change after publishing? | Notes |
| Workflow Options |
Soft and Hard Close Dates toggle Rolling Applications toggle Multiple Applications toggle Direct Awarding toggle |
❌ No | Locked after publishing |
| Workflow Options | Re-Awarding toggle | ✅ Yes | |
|
Workflow Builder
|
Intake Round Settings | ⚠️Can edit the deadline if you unpublish the cycle | If you unpublish, you can change the Intake Round deadline date and time, but not the time zone or other round settings. |
| Review Round Settings |
🗓️ Deadline-Based Cycle: ✅ Yes, before the Review Round starts (all settings can be edited, including reviewer auto-assignments). 🔄 Rolling Cycle: ⚠️Can edit the deadline if you unpublish the cycle |
🗓️ Deadline-Based Cycle: Review Round settings are locked once the Review Round starts. If you unpublish, you can change the Review Round deadline only. If you need to assign reviewers after auto-assignments are locked, see ➡️Assign Reviewers Manually |
|
| Add a new Intake or Review Round | ✅ Yes | You can add additional Review Rounds at any time after publishing, without unpublishing the cycle. |
Awarding
| Menu Item | Setting | Can you change after publishing? | Notes |
| Agreement Templates | Agreement Templates | ⚠️Can create new templates, but can't edit published ones |
To make changes after a template is published, make a copy to edit. For more help, see Award Agreement Templates |
| Agreement Templates | "Allow awardee to request amendments" toggle | ✅ Yes | |
| Award Approvals (if approvals are enabled for the organization) |
|
✅ Yes | For more help, see ➡️ How to Set Up Approvals for Awarding, Disbursements & Reimbursements |
Post-Award
| Menu Item | Setting | Can you change after publishing? | Notes |
| Report Forms | Report Forms | ⚠️Can create new forms, but can't edit published ones |
💡Tip: To make changes after a Report Form is published, make a copy to edit. For more help, see ➡️ Progress Report Form(s). |
|
Disbursement Approvals (If approvals are enabled for the organization) |
Disbursement Approval toggle | ✅ Yes | For more help, see ➡️ Enable Awardee-Initiated Amendments |
| Reimbursement Approvals (If approvals are enabled for the organization) | Reimbursement Approval toggle | ✅ Yes | For more help, see ➡️ How to Set Up Approvals for Awarding, Disbursements & Reimbursements |
Communications
| Menu Item | Setting | Can you change after publishing? | Notes |
| Setup | Setup | ✅ Yes | For more help, see ➡️How to Manage Your Email Communications Setup |
| Email Templates | Email Templates | ✅ Yes | For more help, see ➡️How to Manage Your Email Communications Templates |
Related Articles
➡️Go-Live Checklist: Prepare an Award Cycle for Publishing
➡️How to Publish an Award Cycle
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