Set up the grants program announcement details
Build the program announcement. Define the required forms, terms and conditions, required budget categories, and external-facing point of contact. Provides you with an opportunity to review the grant details.
Add points of contact to a Grant Program
Add members of your internal program team to a points of contact list to allow them to be contacted by grant seekers. This list is displayed on the grants program announcement page.
About this task
The Points of Contact (POC) activity allows a Grant Program Manager to define members of the internal program team who can be contacted by grant seekers. These team members’ names and contact details will be published on the Portal and visible to applicants. This ensures that grant seekers have visibility into the appropriate internal team members for communication and inquiries.
Adding a person will create a resource assignment record where the resource (user_resource) field is a reference to a user (sys_user) record. The resource role reference will be added to the points of contact list.
A new record is created in the sn_plng_att_core_resource_assignment table with the user's name in the resource field, point of contact role in the role field, and the grant program name in the planning item field. In the user_has_resource table, if a record for that user and point of contact role already exists, no new record is created; otherwise, a new record is added.
To ensure a user can be added as a point of contact, make sure the user has the pps_resource role and an employee profile (sn_employee_profile) record. For information on how to create an employee profile, see.
Before you begin
Role required: admin, sn_svc_appl_pgm_mg.grant_program_manager
Procedure
- Navigate to .
- Select .
- Navigate to .
- Add a record for the desired user and set the resource role to Point of contact.
- Verify the user appears in the point of contact resource_role record, as well as in the proposal playbook activity.
What to do next
Configure program resources
Add links, knowledge articles, or documents that provide supplemental information about this program, its sponsoring agency, impact, or any other details that may help grant seekers better understand this opportunity.
Before you begin
Role required: admin, sn_svc_appl_pgm_mg.grant_program_manager
About this task
The Create program announcement stage continues with the Resources and support activity, which allows a Grant Program Manager to add any resources for applicants to have access to the necessary supporting materials. Grants program managers can add links, knowledge articles, or documents, and can order these resources in order of importance. A minimum of one resource is required to complete this activity. You may skip the activity if there are no supplemental resources to add.
Procedure
- Navigate to the Create program announcement stage of the Grants setup playbook.
- Select Add Resource, and use the dropdown to add links, knowledge articles, or documents that provide supplemental information about this program, its sponsoring agency, impact, or any other details that may help grant seekers better understand this opportunity.
- Select Save, and repeat the process until all supplemental information has been added.
- Select Mark Complete.
Result
The program announcement as it will appear on the grants portal is now configured.
What to do next
.