Managing an Active Cycle

Manage your cycle from intake and review through awarding and post-award activities.

Eligibility

Changing an Applicant to "Eligible" (Eligibility Override)

View Eligibility Results

Intake & Review

Unassign (Remove) a Reviewer from an Application

Access Submissions During an Intake Round

Manage Applications During Intake (Admin Controls)

Start First Review Round: Deadline-Based Cycles

Rolling Cycles Administration

Access Submissions During a Review Round

See all 19 articles

Awarding

Edit an Awardee’s Budget Before Notifying Them of an Award

Add Budget Start Dates and End Dates to an Award Agreement

Accept an Award on Behalf of an Applicant

Awarding Page Overview

Select Award Recipients (Rolling Cycles)

Select Award Recipients (Deadline-Based Cycles)

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Post Award

Award Agreement Amendments

Progress Reports

Goals & Milestones

Disbursements

Expenses (Reimbursement Requests)

Award Termination

Approvals

Manage Approval Assignments for an Award, Disbursement, or Reimbursement (Expense)

How to Request Approvals for Awarding, Disbursements & Reimbursements

Closing a Cycle

Notify "Denied" Applicants When a Cycle Closes

General Administrative Tasks

Change (Reassign) the Program Owner for a Program

See Pending Membership Requests in Your Participant Network

Approve or Deny an Applicant's Request to Join an Organization (For Admins)

Setting Up & Using the Admin Section

Unpublish

Closing an Award Cycle

Data & Exports

Data Views

Downloading PDFs and Exports