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Track Renewal Grants

Learn how to track grants you re-apply to year after year

Amélie Heurteux avatar
Written by Amélie Heurteux
Updated over a week ago

As you plan for the upcoming year, you may want to renew current grants - the best way to do this is by duplicating the last award you received from that funder into a brand new opportunity.

  1. From your Tracker, open the grant you are re-applying to

  2. Navigate to the bottom right hand side and click the More Options drop down arrow

  3. Click Duplicate

​4. This will create a new opportunity record and default the "Year" to the current fiscal year, and default place it in the status "Planned" (you can edit any of this information)

Review the rest of the fields and optionally add a new amount requesting for your renewal, personal Submission Goal, and Notes:

Once you save this record, you can see the complete history for this funder on the left-hand side of the funder view.

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