Set up Quick Launch Navigation

Set up Quick Launch Navigation

Configuring Grants Management

DesignerThe Quick Launch Bar contains links to select lists and libraries of the current site and can optionally contain links to sub-sites and pages of the current site. You use the Quick Launch to navigate between different areas of your site, such as between a list and a library or from a parent site to a sub-site. You must have at least Designer permission to modify the Quick Launch Bar.

QL_GrantsMgt.jpgYou can edit the Quick Launch by adding, deleting, or changing the order of links. You can also show or hide links to sub-sites and pages on the Quick Launch, add links to pages outside of the site, and even hide the Quick Launch. The Quick Launch is displayed to the left side of most pages of a site.

The Quick Launch is also referred to as current navigation, because you primarily use it to navigate between the features of the current site. The options available to you for configuring the Quick Launch will vary depending on whether the publishing features are enabled for your site collection.

NOTE: You can quickly determine whether your site has publishing activated by looking at the Site Settings page under the Look and Feel section.

If you see a link titled Navigation, then you are working with a publishing site and you can configure your site using the Navigation Settings page.

If you see links titled Top link bar and Quick Launch, then you are working with a non-publishing site and you have a more limited set of navigation configuration options available to you.

Below are more details about each section of the Quick Launch bar that you would see in a typical Bamboo Grants Management site:

No. Setting Description
1. Documents Within the Documents section, you have the choice to display links to several types of libraries; you can show links to not only document libraries, but picture libraries or forms libraries.
2. Overall Grant Information Within the Grants Management master site, you have an option to show a variety of links to summary information pertaining to your grants. Again, these links are customizable through the site settings navigation.
3. Site Management Bamboo adds a section to the Grants Management master site whereby you can quickly create new Grant sites and manage your site settings.
4. Sites Within any given site collection, you could have sub-sites and this section provides a quick way to get to a list of those sites.
5. Recycle Bin & All Site Content Every site has a Recycle Bin so that if someone in your organization inadvertently deletes a list, it can easily be recovered from there. There is also a link to all of the content within your site to quickly navigate and at a glance see a page containing everything in your site.

Read this article from Microsoft to learn how to hide or show links on the Quick Launch Bar

Release Notes for Grants Management

Release Notes for Grants Management

NOTE: Release Notes will open in a new browser tab

WSSv3/MOSS SharePoint 2010 SharePoint 2013
Release Notes Release Notes Product not available
Microsoft ended mainstream support for SharePoint 2007 in October 2012. See Microsoft’s Lifecycle Support Policy.
At that time, Bamboo stopped enhancements to our SharePoint 2007 product line, but continues to provide support and bug fixes to customers with active support contracts until October 2017. Previously purchased licenses will continue to function after October 2017, but support for these products will end, and no additional bug fixes will be provided beyond that time. Bamboo plans to cease selling new licenses and annual support contacts for its SharePoint 2007 products in October 2016 to ensure customers will be eligible to receive support for at least one year after purchase.
Microsoft plans to end mainstream support for SharePoint 2010 in October 2015. See Microsoft’s Lifecycle Support Policy. At that time, we will stop any enhancements for our SharePoint 2010 product line but will continue to provide support and bug fixes for our SharePoint 2010 products to customers with active support contracts until October 2020. Previously purchased licenses will continue to function after October 2020, but support for these products will end, and no additional bug fixes will be provided beyond that time. Bamboo plans to cease selling new licenses and annual support contacts for its SharePoint 2010 products in October 2019 to ensure customers will be eligible to receive support for at least one year after purchase.

Bamboo Solutions has also begun releasing Bamboo Apps to the SharePoint Store, for additional details, see the SharePoint Apps & Mobile products page where you can get the latest info about each of our Apps as they release to the Microsoft Store.

A separate installation package and license key is required for SharePoint 2013 deployment. For additional details, review the following knowledge base articles:

Understanding Bamboo Releases:

  • Bamboo offers Trial, Basic and Premium support.
    • Free Trial support expires after 30 days.
    • For more information about Basic and Premium support, please see the Support Plans page.
    • There may be a fee to upgrade from a major version to another.

See Also:

Overview of Suite or Pack Licensing

Overview of Suite or Pack Licensing

Overview of Licensing and and Product Activation

The bundled licensing in Suites and Packs allows multiple products to be licensed with a single key. This is a huge benefit over having to manage a license key for each product and each WFE server. Once the Suite or Pack is successfully licensed, each included product will show that it is running under the license for the Suite or Pack.

Take the Grants Management Solution Accelerator as an example. When installation is complete, the Grants Management Accelerator Pack appears in the Bamboo Web License Manager in the Suites and Packs area. If you click the plus sign next to the name, you will see all the products that are included in the pack.


If you click on the Pack name or select Status from the associated menu, you will see the status of the Pack license. In the screen shot below, we can see it was activated on each WFE server with a valid license key. The current status of the license is Active.

WLM-GMSApack status.jpg

The Alert Plus Web Part is included in the Grants Management Accelerator Pack. If you click on the product name listed in the Individual Products section of the Web License Manager, you will see the status of the individual product license. In the screen shot below, we can see it is running under the Grants Management Accelerator Pack Licensing.


The Grants Management Accelerator Pack includes eight web parts. Rather than having to license 8 products on two WFE servers in my farm individually (16 different license keys), I use the pack license and am able to save a lot of time.

Sometimes a Suite includes another suite or a pack. The Project Management Suite includes several packs, including the SharePoint Project Management Central Pack. If the PM Suite is licensed, the license status of the SharePoint Project Management Central Pack will show that it is running under the Project Management Suite Licensing.

WLM-PMCPack status.jpg

Overview of Project Site User Display

Overview of Project Site User Display

Each grant project is a sub-site of the grant master site. These sites are created using the grant project site template. Templates minimize training for your staff, since they ensure that each grant project area looks the same. The components of the Grant Project Site Template are illustrated below.

Users can click the grant project site’s link on the grant master site to navigate to the Home page for the particular grant project. Users can do the following in the grant project site:

  • Create new resources, tasks and issues. Manage and track existing resources, tasks and issues.
  • View grant-related documents
  • View grant-related events via the calendar
  • View announcements.
  • And more


No. Section Description
1. Project Site Logo/Name The top area of the Home page is reserved for Logo and the title of the grant
2. Quick Launch Bar

This sidebar provides ease of navigation to your grant documents and lists and is completely flexible in what it displays. By default, we show your Documents libraries. There are four different document libraries included in the Grant Management portal in the site for each grant:

  • Pre-Award: Documents received or created during the proposal phase of the grant life-cycle are stored here.
  • Post-Award: Document received, created, or submitted to the grantor organization are stored here. Folders can be used to organize documents into easy-to-find categories.
  • Close-out: Final documents used to close-out a grant project are stored here so they are quickly and easily accessible.

Any document library can accept any electronic file format for document upload. The system does not provide a viewer, so users must have the proper viewing application installed on their PC to view documents stored. The system automatically captures who uploaded the file and when. It also tracks the date and time when the document was last modified from the system. Figure 7 shows the Pre-Award document library. Users simply click Upload Document, browse to locate an electronic file on their file system, and select it to upload into the library.

3. Grant Title and Brief Description The top section of the middle part of the site provides the project title and a quick description. A short description of the project allows visitors to the page to get a quick idea of the work being completed for the project. The description can also include the period of performance and the grant award amount, once the project is awarded. If desired, each grant project can have its own logo displayed in the upper right portion of the Home page. If there is no logo, a standard SharePoint logo or any GIF file can be used.
4. Grant Announcements This is your announcements list containing information pertinent to this grant. Announcements are typically used to communicate information to the Grant Project Team from the Grant Project Manager. Proactive email alerts can be sent to Team members when new announcements are posted or if existing announcements are updated. Using Bamboo’s Alert Plus Web Part, these alerts can be configured by the project manager and do not require each Team member to first visit the page.
5. Grant Tasks List

The Current Tasks list shows pending tasks grouped by the person (resource) responsible for completing them. Only tasks that haven’t been completed are listed by default. All tasks can be seen by clicking the title of the list shown in the gray bar above the information.

Information shown about tasks includes: title, status (i.e., In progress, Not Started), assignee, due date, and % completed. Using Bamboo’s Alert Plus Web Part, assignees are automatically notified when a task assigned to them is created and again one week before its due. If they do not complete the task by the due date, they receive an email reminder each day the task is not completed.

The tasks listed in the Current Tasks area of the Home page for a grant are also listed on the application master site in the Task Rollup area.

6. Grant Project Calendar The events for the grant are shown in the Grant Project Calendar. Using Bamboo’s Calendar Plus Web Part, the Project Calendar can be shown as a calendar with work week, month, and year views. Alternatively, the grant project events can be listed in list form rather than a calendar display.
7. Links List On our example, we show a links list that you can set up with links to pertinent sites and even documents that are meaningful to your grant project.
8. Open Items As you create issues related to your grant, you can set up a view to display open issues associated to a grant.
9. Grant Contacts/Resources

Contacts and resources are displayed on the Home page for a grant project. The list includes:

  • Resources: People in your organization who work on the grant. Resources are assigned to tasks and tasks are listed grouped to the resource they are assigned to.
  • 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 portal.

Clicking on a resource or contact name opens the form for that person, revealing the email address, phone number, and other contact information.

Overview of Grants Management Master Site

Overview of Grants Management Master Site

Grants Management includes two site templates, one for the master site and one for the grant project site, and several Bamboo Web Parts.

GrantsOverview.pngThis is an overview of your master site. When users log in to the Grants Management portal, they land on the master site page (as shown here). By default, the master site has this layout, but you can modify and hide or show any of the lists and libraries you desire.

The master site home page includes links to the various grant project areas. It also includes some management-level information that summarizes information across all active grants.

No. Section Description
1. Master Site Name the site name displayed is the name established when the site was created.
2. Quick Launch Bar This navigation bar includes lists and libraries associated to your master site including links to each grant site within the master site.
3. Announcements List Within the Grants master site, you can set up the announcements list to provide information to everyone who visits the Grants site. To give your site a little extra excitement, you can use the List Rotator to set your announcements list to scroll.
4. Grant Contacts This is a View of all the grant contacts across all grant projects. The Contacts list includes an entry for all contacts from each grant. The display can be grouped by grant, if desired. If you would like your announcements to scroll, consider using the List Rotator to provide the motion of a scrolling marquee.
5. Master List of Grants

The Master List of Grants is a list of all the grants for the organization. The grant value and period of performance are shown, and the value is summed for each category. Potential categories include: Proposal Under Development, Proposal Submitted, Proposal Denied, Grant Awarded, Grant Closed, and Grant Canceled. If desired, the Master List can be filtered to hide the denied, closed and canceled grants by default.

The information in the list can be sorted on any displayed column by clicking the column heading. Clicking the same heading a second time reverses the sort order.

For more information on the Bamboo Web Parts contained in Grants Management, refer to the online product documentation for that Web Part:

NOTE: These products are pre-packaged when you download Grants Management

Modify the Logo

Modify the Logo

Configuring Grants Management
Step Action Result
1. Navigate to the home page of your project site.
2. Use the ribbon to edit the page.
3. Highlight the image on your page and click the Change Picture icon in the ribbon. Select the source where your picture is stored.


  • If your picture is on your Computer, navigate to the folder where you have it stored.
  • If the logo is on another web site or you know its URL, you can pick From Address to insert the image URL.
  • If the image logo is in this SharePoint site collection, you can pick From SharePoint to navigate to the library where it is stored.
4. Enter alternative text, if desired, in the Alternative Text field. Set the image style, position and size if you want to change them. ModifyImageProperties.jpg
5. Click Apply and then OK to save your changes. The new logo displays on your site now.

Localize Bamboo Applications or Custom Columns

Localize Bamboo Applications or Custom Columns

Overview of the localization process for Bamboo Products

Bamboo applications and custom columns are slightly different than web parts when it comes to localizing/translating. The user interface isn’t confined to a web part, but can exist as site definitions or other custom pages. For example, the configuration of a Bamboo custom column is within the SharePoint list settings area.
The text strings that require translation are located in different files than the strings that appear in a web part.

Changing the language or text for an application or custom column is a multi-step process:


About the Language Files

Text displayed in a Bamboo application may be included in one or both of the following locations:

  • Provisioning Resources. These resources are located in the 12, 14, or 15 “Hive”, in the Resources folder. The number of the Hive depends on the version of SharePoint you are using (e.g., SP2007 has a 12 Hive, SP2010 has a 14 Hive, and SP2013 has a 15 Hive). 14Hiveresources.jpg

    The Bamboo.*.resx files include text used in site features, site definitions, list definitions, and other provisioning resource elements. Any changes you make in these files will apply to new product instances only.

  • Application/Runtime Resources. These are also located in the 12, 14, or 15 Hive, but in the CONFIGResources folder.The Bamboo.*.resx file in the CONFIG folder is different than the one included in the Resource folder.14HiveCONFIGResources.jpg This one includes text used in application pages, custom site menu actions, navigation elements, and other runtime resources. Any changes you make will apply to new and existing product instances only.

In each location, there may be multiple versions of Bamboo.*.resx files with identical content. The different files are provided for English (en-US), German (de-DE), French (fr-FR), and Spanish (es-ES). The content of all files is in English until you translate it to your language. If your site is configured to use a language that does not have a corresponding Bamboo product .resx file, copy an existing file and rename it to include the culture name for that language pack. For example, create a file for Italian by saving the default file as Bamboo.[Product].it-IT.resx. Make your changes to this new file. If your site is configured to use a specific language but you do not have a culture-specific file, the product will use the default Bamboo.[Product].resx file instead.

Icon-WarningIMPORTANT: If you customize one of the default resource files provided with the product, your changes will be overwritten when you upgrade.

To avoid losing customizations, copy the customized file to a different location (not the same folder) before upgrading. After the upgrade is finished, compare the new file with your customized file to incorporate any new entries. Then copy the merged file to the Resources folder. Culture-specific files created for languages that are not provided with the product will not be overwritten during an upgrade, but you still need to incorporate new resource entries.


Editing text in resource files

Icon-WarningIMPORTANT: Before making any changes, back up your original file to a different folder.

To change text in a resource file, open it in a text editor and locate the text you want to change. Editable text is usually found between the <value></value> tags, as shown in the screen shot below. Do not modify the data tag. If you want to remove text completely, delete only the text; do not delete the <data> or <value> entries from the file, or the server will display an error message. In the example below, the editable text is highlighted in gray.


When you are finished with your changes, save the file and copy it to the appropriate Resources *folder on *all Web front-end servers in your SharePoint farm. Follow the instructions below to make your changes take effect.


Applying Language File Updates

To apply changes to Provisioning Resource Files:

If you modified the provisioning resources file, apply your changes by restarting Web services with the following command on all Web front-end servers.


NOTE: changes to provisioning resources affect new instances of the Bamboo product only; existing instances of the product are not updated.

To apply changes to Application/Runtime Resource Files:

If you modified the application/runtime resources file, apply your changes by executing the following stsadm command on all Web front-end servers. This command copies the updated resource file to the App_GlobalResources folder of each Web application. Changes apply to existing product instances and any new instances you create.

stsadm -o CopyAppBinContent

NOTE: Changes apply to EXISTING product instances AND any new instances you create.

How to Use Grants Management Project Site

How to Use Grants Management Project Site

sa02-2010-project_home.jpgGrants Management
project sites allow you to manage and monitor all of the information related to your grant. Each grant project site is a subsite of the master site.

You can do the following in the grant project site:

  • Create new resources, tasks and issues. Manage and track existing resources, tasks and issues.
  • View grant-related documents
  • View grant-related events via the calendar
  • View announcements.
  • And more

Create a Grants Management Project Site

Step Action Result
1. From the Quick Launch under Site Management, click Create New Grant Site. NewGrantProject.png
2. Enter a Title and an optional Description for the grant project site. Choose your permissions.
3. Click Create. Wait while the project site is created.

Now that your Grants Management Project Site has been created, you can add new items to any of the lists that come with the application. See how to work with the Grants Management Project site content items below: