Each record in your Instrumentl Tracker is tied to one fiscal year and one project.
The way to add a funding opportunity to multiple projects or multiple years is by duplicating that opportunity.
You can create a duplicate record of any grant by opening the grant page in your tracker and clicking More Options > Duplicate.
On the next screen, you will be asked to assign the duplicate record to a Year, Project and Status, as well as other fields.
Once you hit the Save button, that duplicate record will be created!
Duplicating records in your Instrumentl Tracker is a great way to keep your pipeline organized! If you're looking to duplicate records that you've been awarded in the past, be sure to read out article about planning for the upcoming fiscal year here.
Contact Us
Reach out to our friendly support team if you have any questions about using this feature. Message us via the chat bubble when you're logged in, or email us at hello@instrumentl.com.