Adding Opportunities

  1. What happens if two different users are editing the same Opportunity or Task?

    If two users are working on the same Opportunity concurrently, the changes made to the Opportunity that will save...

  2. What fields can be uploaded into GrantHub?

    If you have a spreadsheet available, GrantHub offers assistance in getting your existing Funder and grant information uploaded into...

  3. Trial Checklist - Use this to learn all there is to know about GrantHub!

    Download here - GrantHub Trial Checklist You can also download a Trial Kit that will help you work through...

  4. What is the Custom Reminder Lead days field?

    The Custom Reminder Lead Days field is for the convenience of adding one more additional reminder email notification. This...

  5. Would you recommend we enter our historical grant information into GrantHub?

    Entering your grant history into GrantHub is recommended, but not required. Having a more complete picture of who has given...

  6. Do you have an editing tool like Google Documents?

    We do not have an editing tool like Google Documents. We recommend downloading the original document, making edits and...

  7. How do I delete a user and reassign their Opportunities, Tasks, Documents and Answers?

    In GrantHub you aren't able to delete a user, but you can move them to Inactive. Go to the...

  8. Can I track outcomes in GrantHub?

    Tracking outcomes of a program in GrantHub can be done in 2 ways:  If the outcomes are specific to...

  9. Where can I keep login information to online application sites in GrantHub?

    Set the Application Type = online Keep URL to the application site, as well as login information in the...

  10. How can I notify my team about notes I made in GrantHub?

    To send a link to a GrantHub Note (or Opportunity, or Funder, or Task, or Answer) to a group...

  11. Why am I not receiving emails from GrantHub for tasks and deadlines?

    There are many reasons you and your team may not be receiving User activation emails and task/deadline emails.  First...

  12. Why won't the Category field save on my Opportunity?

    If you are creating a new Category, you need to hit Enter or Tab to have the Category name...

  13. How do I set up an LOI due date in GrantHub?

    The most common way to track an LOI is to use a task. Follow these steps when you have...

  14. Sample Reports out of GrantHub

    We've had some requests on what the reports out of GrantHub look like with sample data. Please see them...

  15. How to I report on Active vs Closed grants?

    Opportunities with Awarded and Awarded-Closed status will show up separately on the Opportunities by Status and the Opportunity Deadlines...

  16. What happens if I have more than one grant/opportunity for the same Funder?

    We recommend adding another opportunity with a descriptive title and date so that you can tell the two opportunities...

  17. How do I track event sponsorships?

    Tracking Sponsorships for events and other activities can easily be done in GrantHub.  First you would enter the organization...

  18. How do I copy an Opportunity?

    Once an opportunity is ready to be applied for again you can go into the system find the opportunity...

  19. Where should I keep the copy of my submitted proposal or application?

    GrantHub has a documents tab on each individual opportunity record. You can attach any document specifically relating to the...

  20. What are the character limits to your description fields?

    Description Fields in GrantHub have a limit of 10,000 characters. This relates to approximately 3 pages of text that...

  21. What fields are used to generate the dates and amounts found in reports?

    GrantHub's 'Opportunities by Status' and 'Opportunity Win Percentage' reports use the following fields to generate the charts on the Report...

  22. How do I track multi-year grants in GrantHub?

    Tracking grants that span multiple years can be done a couple of different ways, depending on how and when...

  23. How to copy a grant program to an opportunity in GrantHub

    GrantHub has the capability to quickly copy grant details from funders directly into a GrantHub Opportunity record. This functionality...

  24. Can I move my awarded Opportunity to closed status?

    GrantHub has both an Awarded and an Awarded-Closed status to separate awarded grants into 2 groups. Awarded are grants...

  25. How do I track the date I'm eligible to reapply for an Opportunity?

    Once you have saved an opportunity you are able to copy it. We recommend using this functionality to track...

  26. What do the various Status settings mean?

    GrantHub allows you to track your grants through the various stages - keeping track of what their current status...

  27. What type of files can be uploaded to GrantHub?

    Files with the following extensions can be uploaded to tasks, opportunities, or answers. If you are trying to upload...

  28. When inserting a new Opportunity there is a field called Categories, how do I use this area?

    The 'Categories' field is there to help you track specific programs and projects. For instance, if you have a...

  29. How do I edit the items in the Opportunity Categories drop down list?

    To add a new category just type directly in the Opportunity Categories text box. When you save the opportunity...

  30. What is a rolling deadline?

    Some funders accept proposals continuously throughout the year. For these opportunities you can check the Rolling Deadline check box....

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