A grant is a sum of money given by an organization or a government
for a particular purpose.
To Add A Grant
From the Argenta main menu on the left-hand side of the screen,
choose Donation Management > Grants.
Click the “Add New” button. This will pop up the Add a New Grant
window. All required fields are designated with a red asterix *.
Beginning with the Important
Dates for This Grant section, select the applicable dates from each date
picker or enter the dates manually:
- Report Due Date
- Due Date
- Notification Date
- Date Submitted
- Date Funding Received
Next, fill out the needed information in the Grant Details section.
Click the "Lookup" button next to the Grantor
ID field to select the constituent you want to designate as a grantor. If the
constituent is not in the system, you can add them by clicking the “Add New”
button, for help see KB Article, Add Constituents
The Constituent ID field will show the ID for
the selected constituent, and their name will be displayed below that. Make
sure you have selected the correct constituent.
Select the status of the Grant from the Grant’s Current Status drop-down list.
Select a Grant Type. If
the grant type you would like to use is not in the system, you can add it by
clicking the “Add New” button.
All drop-down lists in Argenta help to create comprehensive
reports. Argenta comes loaded with predefined values for all of these drop-down
lists, but you can change them at any time. You can add or delete any of these
values by selecting the corresponding section from the Argenta main menu. To
update grant types, choose Grant Types from the Donation Management menu.
Next, enter a title for the grant in the Grant Title field, and enter the amount of the grant in the Grant Amount (Expected) and Grant Amount (Actual) fields.
Enter the delivery method in the Expected Delivery Method field. If you would like to specify an
email address to receive notifications about this grant, enter it into the Notification Email field.
Choose Is Grant Renewable? and
if it is select a Renewal Date by using
the date picker or typing in the date.
Choose Is Grant MultiYear? And
if so, choose the Grant Start Year and
Grant End Year.
Choose Current or Future
If the grant is a challenge grant, you can specify its
requirements in the Challenge Grant
Next, you must specify if this grant is associated with an Argenta
Project in the Is This A Project Grant drop-down list. If the grant is related
to a project, you can select the corresponding Project ID by clicking the “Lookup”
button adjacent to the Project ID
field. Once you have searched and selected the project, the Project ID field will display the ID of
the project you selected.
Additionally, you can fill in the Project Background/Description, Grant
Description, Executive Summary
and Additional Terms or Information
fields, if necessary. These fields are not required.
After reviewing the information entered, click the “Add this
Grant” button to finish. The window will close and you will find your new Grant
in the Grant list.