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Manage Funding Opportunities for Grantmaking
Create and manage your grant funding opportunities.
Required Editions
| Available in: Lightning Experience |
| Available in: Nonprofit Cloud for Grantmaking and Public Sector Solutions. View edition availability. |
| User Permissions Needed | |
|---|---|
| To create and edit funding opportunities: | Grantmaking Manager permission set |
| To use funding opportunities in Experience Cloud: | Grantmaking for Experience Cloud permission set OR In orgs with Funding Opportunities set to private, Read access on funding opportunities that you want external users to see. |
- From the App Launcher, find and select Funding Opportunity.
- Create a funding opportunity.
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Complete fields for your needs.
When completing fields on the funding opportunity, consider if the information is available publicly, such as in your Grantmaking Experience Cloud site. A few likely fields to show in your Grantmaking Experience Cloud site are the funding opportunity Name, Description, and Application Instructions.
If you want applicants to complete a budget that’s associated with this Funding Opportunity, add a budget to the Budget Template field.
Note To enter budget category values, add budget categories and budget periods.To use a more complex timeline than a start and end date, add an application timeline.
- Save your work.
