Mark for Funding

Select scored proposals, mark them for funding to the Grant Program Director for approval.

Before you begin

Role required: sn_svc_appl_pgm_mg.grant_program_manager

Use this procedure to select scored proposals and mark them for funding for the approval of the Grant Program Director.

• The grant program must be in the Accepting Proposals or Active state.

• Proposals must have completed merit review and scoring. Only scored proposals appear on the Funding Allocation tab.

• You must have sufficient Remaining Budget to cover the allocated amounts for proposals you intend to mark for funding.

About this task

Proposals that you mark for funding are in a tentative, reversible state indicating that the Grant Program Manager has flagged a proposal for potential funding. The proposal has not yet been submitted for approval to the Grant Program Director, and you can reverse the recommendation at any time before submitting the funding request. Budget allocated against these proposals appears under Decisions in progress in the Spending Overview chart segment.

Procedure

Mark proposals for funding

1. Navigate to All > Public Sector Workspace.
2. Navigate to Lists > Grant Programs and select All.
3. Open the grant program record for which you want to allocate funding, and select the Funding Allocation tab.
4. In the Scored Proposals list, select the check box next to one or more proposals with Undecided funding status.
5. Select Mark for Funding in the toolbar.
6. In the Mark for Funding confirmation dialog, review the number of selected proposals and select Confirm.
7. For each proposal marked for funding, enter the recommended award amount in the Allocated Budget column.
   Important:

   The Allocated Budget field defaults to zero after marking. You must enter a value before submitting the funding request. Proposals with zero allocation can't be submitted for funding approval.