Funding & Grants
If your organization applies for grants, you can use Compass-360 to manage the grant application process.
- Navigate to the Funding/Grants module.
- You will first want to enter the Organization for whose grant you will be applying. In Compass-360, these are tracked as Sources. Click the Manage Source button.
- Enter the basic information on the Source.
Fields
Funder
Select the organization that is offering the grant.
Solicitor
Enter the Solicitor for this grant.
Owner
Select the person at your organization who will ultimately own the application process for this grant.
Researcher
Select the person at your organization who is responsible for research around this grant.
Send Application To
Select the constituent at the funding organization that you will ultimately be sending the application to.
Apply to Website
If you will be applying online, enter the website where you will be entering the application.
Program Name
Enter the program name for the application.
Is Active
Set this to true if this is an active application.
Rating
Enter the internal rating of the priority of this grant application.
Status
Update the status of the application.
Annual Distribution
Enter the total amount that will be distributed for this grant.
Grant Min
Enter the Minimum amount that you can apply for.
Grant Max
Enter the Maximum amount you can apply for.
Deadline
Enter the grant application deadline.
Notes & Details
In the Notes and Details section you can add notes on different elements of the grant.
- When the source has been entered, you can enter the grant Request that you will be applying for by clicking on the New Request button.
- Enter the information on the Request.
- Once you have entered your Funding Source and Funding Requests, you can use the Queries button so that you can view and organize your grant requests.
