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Removing an opportunity

How to hide a grant from your project's Tracker

Rebecca Huber avatar
Written by Rebecca Huber
Updated over a week ago

Not all opportunities you save will be perfect; this is a reality of the prospecting process.

Fortunately, Instrumentl's full lifecycle grant platform allows you to reprioritize and reorganize opportunities to improve grant management. By removing ill-suited opportunities now, your team will have a simpler "today" and an even easier "tomorrow".

If you've decided that a grant is not a good fit and would not consider applying in the future, you can remove the grant from your project's tracker.

  • This ensures you don't continue receiving email reminders about that opportunity.

  • Clearing out bad-fit opportunities (or accidental duplicates) keeps your tracker tidy and allows you to focus solely on those most relevant to your project.

Remove a grant from your Tracker

  1. From your project's Tracker, select the grant you want to remove.

  2. At the bottom-right-hand corner of the window, click More options.

  3. Select Remove from Tracker.

    Green arrow points toward text stating "Remove from Tracker" from a dropdown list titled "More Options"

  4. In the pop-up window, click the red Remove Grant button to confirm:

Green arrow points from text asking, "Would you like to remove Charitable Foundation Grants FY 2026 grant?" toward a red-orange button labeled "Remove Grant"

Now the opportunity will no longer appear on your project's Tracker!


Hiding Matches

Hide opportunities while prospecting: Before saving a grant to your tracker, you can hide opportunities from projects directly within your Matches tab.


Access grants you've removed

Removing the grant will in essence "un-save" the opportunity from your project's Tracker and move the grant to the list of 'hidden' grants. If needed, you can always find the grant again by navigating to your Project's Matches tab > Hidden from this Project.

Review your hidden grants list: Assess, categorize, and update grants hidden across projects, whether by you or your teammates.

Tracking-only projects

If you chose Tracking as the Project Type you created your project, then locating opportunities hidden from this project will require some extra steps.

1. You will need to enable Matches by editing your project:

2. Select Matches & Tracking under 'Project Type':

3. Complete the remainder of the project setup before saving and exiting.

4. Navigate to the Matches tab > Hidden From This Project

5. Lastly, once finished viewing or making changes to your list of hidden opportunities, edit your project once again and revert it to Tracking only.


To get a better sense of how you'd prefer to optimize your future workflow, compare the differences between removing/hiding a grant from your Tracker vs. updating a saved grant to the 'Abandoned' status.


Contact Us

If you have any questions about removing grants, message our friendly Customer Support team via the chat bubble when logged in, or email us at hello@instrumentl.com.

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