CiviCRM

Set-up

Set up of CiviGrant is reasonably straightforward. The first thing to do is to enable the CiviGrant module in Administer > Global Settings > Enable Components.

Grant types

Grant types are set up on the Administer > CiviGrant > Grant types screen. There isn't much to configure here, apart from a title and description of the grant.  

At the moment, you cannot add custom data to grant types but you can add it to grants (see below).

Grant statuses

Grant statuses can be administered from the Administer > Option lists > View all option lists screen. Create the appropriate statuses to match your grant giving workflow.

Custom data for grants

You can add custom data to grants:

  1. Go to Administer > Customize > Custom data
  2. Click on Add new custom fields.
  3. Choose Grant as the record type.

Consider adding custom data fields to upload the original application form; these could be converted to PDF before uploading to make them read only and reasonably future compatibile.  

See the custom data chapter for more information on setting up custom data.