The Tracker is meant to keep your funding pipeline organized. We recommend folks add all funding opportunities to their Tracker, even ones found outside of Instrumentl. Why?
Centralize your funding pipeline
Save time hunting down funding information
Improve team collaboration
Automatically access funder 990 insights
Before you consider adding a "custom grant" to your Tracker, as described below, make sure you've checked whether it already exists in our database of funding opportunities via Quick find.
Adding a "custom grant"
1. To get started, navigate to your Tracker on the Instrumentl dashboard. On the far-right-hand side above the column headers, click + Add New and select + Add One.
2. Search for the funder by name or EIN. If the funder exists in Instrumentl, select it. Otherwise, add a custom funder.
3. From there, you'll be prompted to fill out additional fields. If the Funder or Opportunity doesn't appear as a result in our database, you can write a custom name and select + Add [Custom Name] as a New [Funder/Funding Opportunity] (you can always change this later).
4. If the Funder is not in our database, you'll see an optional field to indicate the Funder Type.
5. Next, you must select the Instrumentl Project where you want to save this custom grant. After that, you may complete the optional fields, which vary depending on the Status selected.
Note: The status must be Planned or later to surface the Apply feature (available starting on the Pre-Award Plan) in this custom grant's 'Funding Opportunity' page.
6. When finished, click Save.
Note: For those subscribed to the Pre-Award Plan or above, you'll be prompted with the option to utilize the Award Assistant if you choose an Awarded status.
Custom grants vs opportunities in the database
Identifying custom grants
To distinguish funding opportunities you've added to your Tracker (i.e., "custom grants") from ones you've saved from the Instrumentl database, look for this symbol:
In the Tracker view, this icon is located to the right of the opportunity name, as shown below. If you hover your cursor over it, you'll see 'Added by [user initials]'
When you open up the saved grant page by clicking on the opportunity in the Tracker, navigate to the Funding Opportunity tab. Custom grants will have a banner stating, 'Opportunity Added by [user initials]'.
On the left-hand side of a saved grant page, you can identify custom grants with the same icon as before. Just like in the Tracker, you can hover over the symbol to see which user on your account added the opportunity.
What's different?
Funding opportunities from outside Instrumentl that you add to your Tracker (i.e., "custom grants") differ from opportunities you save from the database in the following ways:
There is only one deadline field ('Opportunity Deadline'). You cannot add two due dates: one for an LOI deadline, and another for a Full Proposal Due Date. You'll have to choose which due date you want to use for the "deadline" (you can edit this later!).
There is only one 'Submission goal'. Just like deadlines, "custom grants" don't support LOI submission or Full proposal submission goals. The same goes for 'Submission date'.
"Custom grants" do not include the following actions: Copy link to page, Share this grant, Download PDF, and Suggest an update
There is no 'Your Cycle' section for "custom grants". A workaround here is to duplicate the opportunity to a new fiscal year with a distinct deadline.
Editing a "custom grant"
To make changes to a grant or funder you've added to your Tracker, open up the saved opportunity from your Tracker > navigate to the Funding Opportunity tab > click Edit Opportunity.
A window will pop up where you can change the name of the Funder or Funding Opportunity, select a Funder Type, enter a Website URL, and indicate whether the funder is invite-only.
When finished, click Save.
If you have several grants from outside Instrumentl that you'd like to upload to your projects, you can use the Import your grants spreadsheet option when adding a new opportunity to the Tracker. Read how to do this here!
Contact us 
Reach out to our friendly support team if you have any questions about adding grants to your Tracker. Message us when you're logged in, or email us at hello@instrumentl.com.