Grants
The award with start, end, and amount. This is the live grant file.
Where to find it: Left menu → Grants & Projects → Grants / Awards
Step 1
Left menu → Grants & Projects → Grants / Awards. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Record the award, dates, and amount. Attach the agreement. Spend only against this award’s budgets.
Step 3
The dashboard should list it. Restricted funds should point here.
Yes. Grants / Awards is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Set the currency on the award. Do not mix it into unrestricted home-currency cash by habit.
