Create a grant program for Public Sector Digital Services
Use the Public Sector Digital Services Grants Management program setup to either create a grant program, or create one from an existing configuration.
About this task
grant manager create grants program view
Before you begin
Role required: admin
Procedure
Navigate to All > CSM Configurable Workspace.
Navigate to Lists > Grant Programs > All and select New.
Here, you have the option to create a program from the default template, or start by copying data and configurations from an existing grant program.
- To create a grant program without using any pre-existing configurations, choose New.
To copy data and configurations from a pre-existing grant program, choose Create a new program from an existing program. Choose the existing grant program from the drop-down menu and select Continue.
You can determine which fields are copied over to the new grant program record, as well as fields in related records, including default fields. You can add or remove fields.
A new grant program is created within the Grant Program table (sn_svc_appl_pgm_mg_grant_program), and the playbook is moved to the Define Program stage. A product model record, service definition record, and draft playbook content item have been automatically created for the grant program.
Select Save.
On the Grant Program form, fill in the details of the grant program.
| Program information form fields | Description |
|---|---|
| Category | Category of the grant |
| Opportunity ID: | ID of the grant program |
| Program title: | Title of the grant program |
| Summary statement: | A summary of the grant program to be displayed to applicants. |
| Program start date | The start date of the program. Present and future dates are allowed.Note: The two-digit year format (yy) isn't supported. Use the dd/mm/yyyy format. |
| Program end date | The end date of the program. Present and future dates are allowed. |
- Select Mark Complete to move to the next activity.