Set up a grant program in Grants Management Release version: Australia Updated March 12, 2026 1 minute to readSet up and configure the details of a new grant program using Grants Management. Create a Grants Program results letter templateAs an agent or Grants Program manager, you can leverage templates to compose letters informing applicants of the result, choosing from Award, Rejection (ineligible), and Rejection (decline). These letters are displayed to applicants on the Grants Management Portal, once a decision has been communicated.Configure the Merit Review Scoring Framework for a Grant Program in the Reviewer Service PortalDefine the scoring framework that a merit reviewer should follow as they review and score grant program proposals in the Reviewer Service portal. You can also select which knowledge bases or frameworks are displayed to a merit reviewer in the Reviewer Service portal.Configure budget categories in Grants ManagementConfigure the budget categories that appear in the Program budget activity of the playbook.psds-config-gmp-calendar-period.html../task/psds-config-gmp-point-in-time-content.htmlpsds-config-gmp-applicant-info-form.htmlConfigure the Spending Overview Widget and Filter pillsUse script includes to configure the Spending Overview widget and filter pills on the Funding Allocation tab for the rolling grant approvals feature. Admins can add, remove, relabel, and reorder chart widgets and filter pills, and create custom ones to match program requirements.Configure program lifecycle stepperControl the visibility of the program lifecycle stepper on the Grant Program record page. The stepper is turned off by default and can be enabled at the instance level for deployments that follow a batch or competitive grant lifecycle.
Set up a grant program in Grants Management Release version: Australia Updated March 12, 2026 1 minute to readSet up and configure the details of a new grant program using Grants Management. Create a Grants Program results letter templateAs an agent or Grants Program manager, you can leverage templates to compose letters informing applicants of the result, choosing from Award, Rejection (ineligible), and Rejection (decline). These letters are displayed to applicants on the Grants Management Portal, once a decision has been communicated.Configure the Merit Review Scoring Framework for a Grant Program in the Reviewer Service PortalDefine the scoring framework that a merit reviewer should follow as they review and score grant program proposals in the Reviewer Service portal. You can also select which knowledge bases or frameworks are displayed to a merit reviewer in the Reviewer Service portal.Configure budget categories in Grants ManagementConfigure the budget categories that appear in the Program budget activity of the playbook.psds-config-gmp-calendar-period.html../task/psds-config-gmp-point-in-time-content.htmlpsds-config-gmp-applicant-info-form.htmlConfigure the Spending Overview Widget and Filter pillsUse script includes to configure the Spending Overview widget and filter pills on the Funding Allocation tab for the rolling grant approvals feature. Admins can add, remove, relabel, and reorder chart widgets and filter pills, and create custom ones to match program requirements.Configure program lifecycle stepperControl the visibility of the program lifecycle stepper on the Grant Program record page. The stepper is turned off by default and can be enabled at the instance level for deployments that follow a batch or competitive grant lifecycle.