Knowledge Base Article
How to Connect Grants to Programs and Projects
Link grants to the programs and projects they fund for complete tracking.
Accessing Grant Connections
- Open the grant record
- Click Connections in the workspace navigation
Connecting to a Program
- In the Programs section, use the lookup to find the program
- Click Connect
- The program now shows as funded by this grant
Connecting to a Project
For project-specific grants:
- On Grant Details, check Is Project Grant
- Select the associated project
- Add project background information
Why Connect?
- Grant Reporting: Easily see what activities the grant funds
- Program View: Programs show their funding sources
- Time Tracking: Track staff time against grant-funded projects
- Expense Allocation: Connect expenses to grants
Other Connections
Grants can also connect to:
- Tasks (grant-related work items)
- Payroll distributions (staff funded by grant)