Start here
Choose the work you were asked to do
You do not need to read every guide. Most people use only one.
Before you begin
Check that you are in the right place
Accept your invitation and confirm the district or foundation name at the top of GrantsPost.
Important terms
Understand the two timelines
A Grant Cycle can close while its awarded projects continue. Projects and reports remain available until Project closeout.
Grant Cycle
One application opportunity, including its application dates, review, and award decisions.
Project Period
The dates when an awarded project is expected to begin and end. It may continue after the Grant Cycle closes.
Reporting Schedule
The progress and final reports required for an awarded project, with their due dates.
Project closeout
The final checks that complete a project after its required reports are accepted.
Role-based help
Which work do you do?
Select the card that best matches your responsibility.
Platform Administrator
Create or support district and foundation areas across GrantsPost.
Open this guide →3 short tasks · printable PDF includedDistrict or Foundation Administrator
Set up Grant Cycles, manage people and requirements, support active projects, or close grants.
Open this guide →19 short tasks · printable PDF includedApplicant
Start, write, submit, manage, or report on a grant project.
Open this guide →16 short tasks · printable PDF includedClub Officer
Complete annual qualification, sign an application, accept an award, or confirm receipt of funds.
Open this guide →4 short tasks · printable PDF includedPrimary Reviewer
Work with an applicant before formal committee scoring begins.
Open this guide →2 short tasks · printable PDF includedCommittee Reviewer
Read evidence, score an application, submit a review, or review a project report.
Open this guide →6 short tasks · printable PDF includedCommittee Chair
Assign reviewers, compare reviews, and finalize the committee recommendation.
Open this guide →5 short tasks · printable PDF includedApplication Decision Approver
Make the district's application decision final.
Open this guide →3 short tasks · printable PDF includedFunding Approver
Approve the grant amount and funding source.
Open this guide →3 short tasks · printable PDF includedAward Approver
Create and finalize the official award record.
Open this guide →3 short tasks · printable PDF includedOfficial Notice Sender
Prepare, approve, or send an official decision or award notice.
Open this guide →3 short tasks · printable PDF includedAbout the examples
Practice records keep the instructions realistic
Screenshots use fictional training records. Your names, dates, amounts, and district number will be different. The action labels and workflow match the current GrantsPost application.