Cody Davis

November/December 2024

November/December Enhanced Search and Sorting in Intake and Review Stages We’ve updated tools to make it even easier for Program Owners & Managers to find and organize applications within the Intak...

• February 26, 2025 21:10
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January 2025 Product Update Webinar

• Updated January 29, 2026 23:46
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February 2025 Release: Indirect Costs, Reporting across Programs and Forms

Indirect Costs New Indirect Costs functionality within budgets allows grantmakers and grantees to calculate, allocate, and track indirect costs in compliance with grant requirements. Administrators...

• Updated August 21, 2025 22:46
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Set Up a Rolling Cycle

Contents  Overview What are Rolling Cycles Step-By-Step Instructions Access Cycle Setup Enable Rolling Applications 💡Pro Tip: Setting Intake Round Deadlines for Rolling Cycles  OverviewThis ste...

• Updated July 06, 2026 18:27
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Add New Program Members

Contents Overview ⚠️Important Notes Step-By-Step InstructionsInvite Program Members What Happens After New Program Members are Invited 💡Tip: Resend Invitation Related Articles OverviewThis step-b...

• Updated August 17, 2026 18:43
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Add a Form

Contents Overview Step-By-Step Instructions Add a Form Next Steps Related Articles OverviewThis article shows Program Admins how to create a new form in Next. In the example below, an Intake For...

• Updated July 07, 2026 20:19
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Using the Budget Section Field

Contents Overview Before You Begin Setting Up the Budget SectionDirect and Indirect Costs Applicant/Awardee Completing your budget as an applicant/awardee OverviewThis step-by-step guide shows Pr...

• Updated June 18, 2026 21:02
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Remove Program Members

OverviewThis step-by-step guide shows Program Admins how to remove Program Members from a program in Next.   Who can remove Program Members?  Organization Owners  Program Owners  Program Managers ...

• Updated July 14, 2026 22:30
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Build a Form

Contents Overview ⚠️Important Notes Step-By-Step Instructions Build a Form Next Steps Related Articles OverviewThis guide shows Program Admins how to build a new form in Next. The example below ...

• Updated July 07, 2026 20:43
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Section Description

OverviewThis article covers what a section description is and how to add one within a sectioned form in a program cycle in Next. In the example below, an Intake Form is shown, but the process of ad...

• Updated December 12, 2025 22:55
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