To add a proposal, the constituent must first be identified as a Grantor on their profile page. Once they are identified as a Grantor, a new tab will appear called Grantor Info.


When the new Grantor is set up, you can add information about the type of granting organization they are, their grant cycle, award ranges and priorities. 



When you have a proposal to add, click on the Add Proposal button to open a new window and enter the appropriate information.





Once you populate the desired fields, click on Update. The grid will populate for this proposal and any additional proposals for this Grantor.