AGM Grant Controls
AGM Grants - Grant Main Profile
The AGM Grant Profile page shows standard grant information, plus additional information used by AGM.
Name of Grant (Source)
Primary Funding Source
Funding Agency Initiative
Grant Corporate Owner
Is this a Master Grant?
Funding Code Lock on Cases once time is posted
Funding Code Lock on Outreaches once time is posted
Association about Foreclosed
IRS-The US Internal Revenue Service
South Gracia Branch
On the Funding Filters tab, view:
Contract Term Allocations
View a list of contract terms, including:
Total Salary Budgeted Amount
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.
1) 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 needed to lock the funding code on the case or outreach.
User role permission needed to unlock a funding code on a case or outreach.
2) 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.