Start here

Choose the card that matches the work you were asked to do. You do not need to read every guide.

Most people use only one guide. A club officer may also use the Applicant Guide when helping with a project.

Before you begin

Accept your invitation and confirm that the district or foundation name at the top of GrantsPost is correct.

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 formally complete an awarded project after its required reports are accepted.

Which work do you do?

Applicant Guide

Use this guide if you start, write, submit, manage, or report on a grant project.

Open this guide →16 short tasks · printable PDF included

Club Officer Guide

Use this guide if you complete annual qualification, sign an application, accept an award, or confirm receipt of funds for your club.

Open this guide →4 short tasks · printable PDF included

Primary Reviewer Guide

Use this guide if you work with an applicant before formal committee scoring begins.

Open this guide →2 short tasks · printable PDF included

Committee Reviewer Guide

Use this guide if you read evidence, score an application, submit a review, or review a project report.

Open this guide →6 short tasks · printable PDF included

Committee Chair Guide

Use this guide if you assign reviewers, compare reviews, and finalize the committee recommendation.

Open this guide →5 short tasks · printable PDF included

District or Foundation Administrator Guide

Use this guide if you set up Grant Cycles, manage people and requirements, support active projects, or close grants.

Open this guide →19 short tasks · printable PDF included

Application Decision Approver Guide

Use this guide if you are authorized to make the district's application decision final.

Open this guide →3 short tasks · printable PDF included

Funding Approver Guide

Use this guide if you are authorized to approve the grant amount and funding source.

Open this guide →3 short tasks · printable PDF included

Award Approver Guide

Use this guide if you create and finalize the official award record.

Open this guide →3 short tasks · printable PDF included

Official Notice Sender Guide

Use this guide if you prepare, approve, or send an official decision or award notice.

Open this guide →3 short tasks · printable PDF included

Platform Administrator Guide

Use this guide only if you create or support district and foundation areas across GrantsPost.

Open this guide →3 short tasks · printable PDF included

About the screenshots

The examples use fictional training records. Your names, dates, dollar amounts, and district number will be different. The action labels and workflow match the current GrantsPost application.

Need help? Use Help or Ask for help in GrantsPost. Include the page name and what you were trying to do. Never send your password.

Screen example