Submit a Funding Allocation Request

  • Release version: Australia
  • Updated June 8, 2026
  • 1 minute to read

    • Submit a Funding Allocation Request (FR) to the Grant Program Director for approval.

    Before you begin

    Role required: sn_svc_appl_pgm_mg.grant_program_manager

    Use this procedure to submit a batch of proposals to the Grant Program Director for approval.

    • 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

    Send marked proposals for approval to the Grant Program Director. Budget allocated against the marked proposals appears under Decisions in progress in the Spending Overview chart segment.

    Procedure

    Submit a Funding Allocation Request
    1. Navigate to All > Public Sector Workspace.
    2. Navigate to Lists > Grant Programs and select All.
    3. Open the grant program record and select the Funding Allocation tab.
    4. Scroll down to the Proposals tab, which is selected by default.
    5. Select the Marked pill to view proposals that are marked for funding or decline.
    6. Select the proposals you want to include in this batch.

      You can include both funding and decline recommendations in the same funding request. Review the Spending Overview panel to confirm the budget impact of your recommendations before submitting.

    7. Select Send for Approval in the toolbar.
    8. In the submission dialog, enter a recommendation reason that explains your rationale for this batch.

      This recommendation reason is visible to the Grant Program Director during review.

    9. Select Submit.

      The system creates a Funding Allocation Request record. Proposals marked for funding transition to Submitted for funding and proposals marked for decline transition to Submitted for decline. The funding request state is set to Awaiting Approval. The Grant Program Director is notified in the workspace and by email that a new funding request is ready for review. The Spending Overview updates to move the allocated budget from Decisions in Progress to Pending Funding Approval.

      Important:

      Once submitted, you can't modify the proposals or budget amounts in the funding request. To make changes, notify the Grant Program Director to reject the funding request from the Funding Requests tab.

    Result

    The funding request appears on the Funding Requests tab with a status of Awaiting Approval. You can continue marking and submitting additional proposals in new funding requests while previous funding requests are under review.