AGM Grant Controls

The AGM Grant Profile page shows standard grant information, plus additional information used by AGM.

General Information

Example:

Name of Grant (Source)
Code
Primary Funding Source
Funding Agency
Funding Agency Initiative
Grant Corporate Owner
Description
Grant Status
Active
Is this a Master Grant?

Funding Filters

On the Funding Filters tab, view:

Case Restrictions
Time Restrictions
Contract Term Allocations
Outreach Restrictions

Contract Terms

View a list of contract terms, including:

Name
Start Date
End Date
Total Salary Budgeted Amount
Funds Available

Locking Funding Codes on a Case or Outreach

There are two ways in which the funding code on a case or outreach can be locked:

Manually lock Funding Code on Case or Outreach

On the static funding code edit page (for example after clicking the funding code in the Case Summary section of the side bar).

User role permission is needed to lock or unlock the funding code on the case or outreach.

Automatically Lock Funding Code on a Case or Outreach

Upon posting time, if the Grant is flagged with the indicator to lock funding code upon posting time, and there is time that is posted on this funding code, then the funding code on that case or outreach gets locked.