Create a Funding Proposal for a Grant Program using Grants Proposal Playbook

  • Release version: Yokohama
  • Updated July 31, 2025
  • 1 minute to read

    • As a Grants Program Manager, you can create a funding proposal for a grant program directly in the Grants Workspace after proposals are scored, and share it with the Grant Program Director for final confirmation.

    About this task

    After grant proposals are scored by the merit reviewers.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > CSM Configurable Workspace > List.
    2. Select Grant Programs > My grant programs > .
    3. Select the grant program you wish to create a funding proposal for, after proposals are scored.
    4. Select the proposals you wish to fund.
      access to all the relevant information, including final scores, requested budgets, rank, and more. Any grant proposal not selected in this activity will automatically be marked as ‘Propose decline.’
      Note:
      The Grants Program manager also has the option to build the funding proposal by determining which proposals to decline. To do this, select the proposals you wish to decline individually or through a bulk action.
    5. Add the desired applications to the proposal and set the monetary award for each.
      As you update figures, the Budget Allocation and Applicant Type charts update instantly, providing a real-time visual representation of each selection.
    6. Select Submit Proposal to route the proposal to the Grant Program Director for review.
    7. Provide a rationale for why the selected proposals should be funded.
      The funding proposal is now submitted and awaiting approval. You can still view the scored proposals and access the funding proposal sandbox, but most fields are read-only.
    8. The case moves to the Decision stage once the funding proposal has been approved.
      Otherwise, the case is rerouted back to the Grants Program Manager, where they can resubmit a modified funding proposal.