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Add a grant

Create a grant record and capture award details.

Grants . 4 min read

Overview

Capture all the details of a new grant award in GovSavi so you can track funding, milestones, and compliance from day one.

Step 1 -- Open the Grants module

From the admin sidebar, click Grants then New.

Step 2 -- Enter award details

Field Description
Grant Title A descriptive name for the award
Funding Agency The granting organization
Award Number The official award identifier
Award Amount Total funding received
Start / End Date The performance period

Step 3 -- Add contacts

Assign a grant manager and program officer from your team.

Step 4 -- Attach documents

Upload the award letter, notice of grant award, and any special conditions.

Step 5 -- Save and activate

Click Save to create the grant record. It will appear in your grants list and dashboard widgets.

Tip: Set up milestones immediately after creating the grant to stay ahead of deliverables.