AGM Grant Controls
AGM Grant Controls
The AGM Grant Profile page shows standard grant information, plus additional information used by AGM.
General Information
General Information
Example:
Embedded Files
Name of Grant (Source)
Code
Primary Funding Source
Funding Agency
Funding Agency Initiative
Grant Corporate Owner
Description
Grant Status
Active
Is this a Master Grant?
Unrestricted
Funding Code Lock on Cases once time is posted
Funding Code Lock on Outreaches once time is posted
Association about Foreclosed
1202
Federal
IRS-The US Internal Revenue Service
South Gracia Branch
Awarded
Yes
N/A
Yes
No
No
Funding Filters
Funding Filters
On the Funding Filters tab, view:
Case Restrictions
Time Restrictions
Contract Term Allocations
Outreach Restrictions
Contract Terms
Contract Terms
View a list of contract terms, including:
Name
Start Date
End Date
Total Salary Budgeted Amount
Funds Available
Locking Funding Codes on a Case or Outreach
Locking Funding Codes on a Case or Outreach
There are two ways in which the funding code on a case or outreach can be locked:
Manually lock Funding Code on Case or Outreach
Manually lock Funding Code on Case or Outreach
On the static funding code edit page (for example after clicking the funding code in the Case Summary section of the side bar).
User role permission is needed to lock or unlock the funding code on the case or outreach.
Automatically Lock Funding Code on a Case or Outreach
Automatically Lock Funding Code on a Case or Outreach
Upon posting time, if the Grant is flagged with the indicator to lock funding code upon posting time, and there is time that is posted on this funding code, then the funding code on that case or outreach gets locked.
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