Setting Up an Award Cycle

Build and customize your award cycle(s), including forms, awards, workflow, and communications.

Intro to Award Cycles

Navigating Cycle Settings

Award Cycle Basics

Setting Up a New (Annual) Award Cycle

Deadline-Based Cycles vs Rolling Cycles

Cycle Info

Rename an Award Cycle

Financials

Add Budget Categories to a Cycle

Cycle Settings: Financials Overview

Award Setup

Intake

Manage Applicant Profile Types in an Award Cycle

Eligibility Forms

Intake Forms

Request Forms

Review

Building Custom Review Feedback Forms

Workflow

Set a Public and Private Deadline for a Cycle (Soft and Hard Close Dates)

Direct Awarding

Set Up a Rolling Cycle

Navigate to the Workflow Builder

Set Up an Intake Round

Setting Up & Using Smart Summary

See all 12 articles

Awarding

Set Up Progress Reports and Disbursement Schedules on an Award Agreement Template

Creating and Publishing Award Agreement Templates

Including Goals & Milestones in an Award Agreement

Post-Award

Create New Post Award Report Form

Email Communications

Email Communications Overview

Email Communications: Default Setup & Recommendations

How to Manage Your Email Communications Templates

Email Communications: Variables Reference Guide

How to Manage Your Email Communications Setup

Intake Communications: Email Trigger Guide

See all 10 articles

Forms

Form Basics

Form Sections

Form Fields

Approvals

Enable Approver Role & Invite Approvers

How to Set Up Approvals for Awarding, Disbursements & Reimbursements