Working with grants

Updated 6 months ago

Beacon makes it easy for you to manage grants through their entire lifecycle.

If you're applying for grant funding for your organisation, it's likely that you have to juggle quite a number of grants at once - all of which have different deadline dates, application forms, and primary contact details.

With Beacon, you can store all of this information in one secure place, and easily see where you're at with the grants you're managing.

link Creating grants

You can create grants in Beacon just like any other record. Navigate over to the grants tab in the sidebar, and click Add grant.

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As standard, you can specify many of the standard fields you'd expect to be able to set, like:

  • Amount (value)
  • Application deadline date
  • Organisation providing the grant
  • An "owner" - someone responsible internally

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If you'd like to store additional data on your grants that isn't available out of the box, you can add additional fields to store the information. Read customising record types to learn more.

link Managing grant pipelines

If you're applying for multiple grants at once, it's important to keep on top of where you're at with every application at any point in time.

To help with this, we've built a pipeline view option, which makes it easy to visualise grants as they progress through the different stages:

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check_circle_outline Tip: to create a pipeline view based on grant stage, pick the "stage" field as the "pipeline field" when creating the view.


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