Knowledge Base Article
How to Track Multi-Year Grants
Multi-year grants span multiple fiscal years and require special tracking.
Setting Up a Multi-Year Grant
- Open the grant record
- Check Is Multi-Year
- Enter the Start Year and End Year
- Set Funding Start Date and Funding End Date
- Save your changes
Tracking Installments
For grants paid in installments:
- Enter the Installment Amount (amount per payment)
- Enter Installment Instance (e.g., quarterly, annually)
Year-by-Year Tracking
Use notes and connections to track:
- Annual funding received
- Year-specific requirements
- Annual reporting deadlines
Renewal Tracking
If the grant is renewable:
- Check Is Grant Renewable
- Enter the Renewal Date
The Grant Calendar will show renewal dates to help you plan.
