UIndy IT Tech Guides

Moving a Grant from Under Consideration to Application Preparation

Updated on

Once a grant has been approved from Under Consideration stage, the individuals (PI/PD) will need to move the grant to the Application Preparation stage. During this stage, the PI/PD will request budget approval in the system.

  1. Select the radio button I will apply for this grant under Available Actions
Depicts step 1
  1. Complete the application preparation form and select Save
  • Internal Grant ID: leave blank
  • Internal Grant Name: leave blank
  • Assigned To: update if project lead has changed
  • Projected Award $: enter anticpated amount you are applying for
  • Match Required: add any additional grants tags as needed 
  • Match Type: add any additional grants tags as needed
  • Cash Match $: add any additional grants tags as needed
  • In-Kind Value: add any additional grants tags as needed
  • Grant Tags: add any additional grant tags as needed
  • Notes: enter any notes for your application
  • Attach Files: upload any relevant files
A screenshot of a computer

Description automatically generated

The project dashboard will now dispay Stage: App. Preparation and should have 2 new pending tasks. 

Depicts Stage: App Preparation phase
  1. The Rqst Approval: Pre-Award Budget Approval will automatically populate to be due the day after you moved to App. Preparation stage. All grant budgets must be submitted for review and approval 10-business days prior to the external deadline. The GSP will update the deadline. 
  1. The items under Available Actions will now update to reflect the new stage. 
Previous Article Saving a Grant to a Project & Request Approval to Apply - Under Consideration
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