Sync CSuite Grants to GLM

Written by Nick Miles

Last published at: January 9th, 2019

You must have an active GLM site and your site must be linked to CommunitySuite to send Grants to GLM. Please speak with your CSM if you're unfamiliar with this process.

  1. Navigate to Grants from the Home page.
  2. In the Grants window, select a Grant ID.
  3. Click Edit GLM Options from the left side menu.
  4. In the Grant GLM Options window, the default settings that you defined in System Data or the related Fund(s) will populate. 
    • If needed, you can edit the defaults to change the grant approval workflow, select a different GLM site, or select a new GLM process.
    • Edits made within the Grant GLM Options window will only affect the current Grant. GLM Defaults from System Data and Fund(s) will not be affected.
  5. Once the Grant GLM Options have been reviewed or edited, Click Save.

If you’re using the Pre-Approval workflow:

  1. Click Send to GLM from the left-side menu.
    • The GLM Approval field within the Grant window will say [Requires approval in GLM] and the Grant will remain in the New status until it’s approved in GLM.
    • Once the Grant is approved in GLM, the GLM Approval status will change to Approved and you’ll be able to Post and Pay the grant in CommunitySuite.

If you’re using the Post-Approval workflow:

  1. Select Post & Get Approval from the left-side menu.
  2. To approve the Grant, click I Approve from the left-side menu, or from the Grant window.
  3. Click Send to GLM from the left-side menu and the Grant will be sent to GLM for reporting purposes.

To Sync Grants to GLM in Bulk:

  1. Navigate to the main Grants page.
  2. Select the New grant bucket.
  3. Click Send to GLM from the left-side menu.
  4. Review the grants and click Send All to GLM.