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How can I save a funding opportunity to more than 1 year, or more than 1 project?
How can I save a funding opportunity to more than 1 year, or more than 1 project?

Learn how to save a grant to multiple Years or Projects

Tracie Zamiska avatar
Written by Tracie Zamiska
Updated over a week ago

The way to add a grant opportunity to multiple Projects or multiple Years is by duplicating that opportunity.

1. You can create a duplicate record of any grant by opening the grant page in your tracker, go to the bottom right More Options --> Duplicate

2. On the next screen, you will be asked to which Instrumentl Project and which Year you'd like to save it, there you can select the Project and year you'd like to add this grant to and add any information you'd like to save, such as Amount Requesting, Submission Goal, and any Notes.

3. Hit the "Save" button at the bottom of the screen.

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