How to Use the Grants Management Project Contacts List

How to Use the Grants Management Project Contacts List

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Add resources who work on your grant, or add contacts who are important to your grant’s life cycle. Use the following as a guide to determine who is a contact vs. who is a resource within Grants Management.

  • Resources: People in your organization who work on the grant. Resources are assigned to tasks.
  • Contacts: People in other organizations (i.e., grantor organization, sub-grantees) who are involved with the grant. Contacts are not assigned to tasks and therefore do not need access to the Grants Management portal.
Step Action Result
1. Click Add new item.
2.

Fill out the contact’s information. At a minimum, enter in the following information:

  • Resource
  • Role
  • E-mail Address
  • Phone Number
  • Title
  • Rate
  • Start and End Dates
  • Types
  • Grant Project
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3. Click Save.