Depending on the Status a funding opportunity is assigned, different date fields will be available. Be sure to fill in all applicable date fields in order to keep your pipeline as accurate and organized as possible.

The available date fields are as follows:

An opportunity is classified into a fiscal year once the Status is "Planned" or further along. Each opportunity can only be classified into one fiscal year. Learn how to edit your fiscal year here.

Users can select the Application Cycle they plan to aim for once Status is "Planned" or further along.

To add a Submission Goal, simply change the status from "Researching" to "Planned," or any later stage.

Instrumentl's Tracker is organized by deadline by default. If a Submission Goal is inputted, the Submission Goal will override the grant deadline.
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Users can select the date that the full proposal was submitted once the Status is "Application Submitted" or further along.

Users can select the date that they were notified of the outcome of their application once the Status is either "Declined" or "Awarded".

When an opportunity is marked as "Awarded," you can also select the Start of Grant Period and End of Grant Period to keep track of the duration of your grant. This is an optional field intended to make the awarded stage of a grant better organized on Instrumentl. Learn more about managing awards here.

Tracking various date fields is an excellent way to keep your grant pipeline organized and your team aligned. Looking to classify your grants further? Check out the power of adding Custom Fields.

Reach out to our friendly support team if you have any questions about date fields. Message us via the chat bubble when you're logged in, or email us at hello@instrumentl.com.