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Cody Davis

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Articles

Recent activity by Cody Davis

  • 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...

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  • Manage Applications During Intake (Admin Controls)

    Contents Overview What is Admin Controls? How to Open Admin Controls Admin Controls Panel Options Workflow Tab Disqualify current applicant Reverse disqualification Approve a late submission Requ...

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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...

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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...

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  • Designate Award Offers and Agreements

    Contents Overview Before You Begin Step-By-Step Instructions Open the Awarding Page Assign Award Offers to Recipients Actions Available After Saving an Award Offer  Edit or Customize the Award Ag...

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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 ...

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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...

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  • Add New Program Members

    Contents Overview Step-By-Step Instructions Add New Program Members What Happens After New Program Members are Invited Related Articles OverviewThis step-by-step guide shows Program Admins how to a...

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  • Understanding Form Field Types

    OverviewThis article shows Program Admins how to edit form field types, and the different configuration options available for each type. Note: Not all field types are available on every form.  Addr...

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  • Set Up Program Member Types

    Contents  Overview What are Program Member Types? Step-By-Step Instructions Access Program Member Types Enable/Disable Member Types Related Articles OverviewThis step-by-step guide shows Program...

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