How to Connect Programs to Grants

Grants are linked to a program through the program's Connections tab, so you can see which grants pay for a program and which programs a grant supports.

Linking a Grant

1. Open the program from Programs > Program List
2. Choose the Connections tab
3. Find the Associated Grants panel
4. Add the grant

The link can be removed from the same panel. Removing it breaks the connection only. The grant record itself is untouched.

Everything Else a Program Can Connect To

Associated Grants sits alongside the other connection panels on the same tab:

• Campaigns
• Events
• Funds
• Donations In Kind
• Projects
• Tasks
• Volunteers, Volunteer Tasks and Volunteer Task Groups
• Members
• Leads and Opportunities

Funds and Grants Are Not the Same Thing

A grant is money awarded by a funder. A fund is how your organization separates money internally. A program can be connected to both, and restricted grant money is usually tracked against a fund as well as the grant.

Managing the Grants Themselves

Grant records live under Grant Management, which separates grants receivable from grants payable. The Connections tab links to those records rather than replacing them.

Best Practices

• Link the grant as soon as the program is funded, so reporting is not reconstructed later
• Connect the fund as well as the grant when money is restricted
• Check the connections before a funder report, since that is what shows the relationship