Timeline for Grants Management by Chandler Scott-Smith https://padlet.com/chandler23/doqxapw9fm5x4xzh What happens to a grant from start to finish? en-us 2021-02-12 15:59:24 UTC 2021-03-03 16:48:44 UTC hello@padlet.com Staff identify grant to pursue chandler23 https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211584957 2021-02-17 15:34:53 UTC https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211584957 Create initial placeholder grant in SalesForce chandler23 https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211589396 2021-02-17 15:35:45 UTC https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211589396 Create grant Drive folder chandler23 https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211591354 2021-02-17 15:36:10 UTC https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211591354 Create budget and proposal narrative chandler23 https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211594488 2021-02-17 15:36:50 UTC https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211594488 Review budget chandler23 https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211601087 2021-02-17 15:38:18 UTC https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211601087 Full proposal reviewed by CSS chandler23 https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211612176 2021-02-17 15:40:42 UTC https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211612176 Submit full proposal chandler23 https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211617543 2021-02-17 15:41:47 UTC https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211617543 CSS and grant lead add details and change stage in SalesForce chandler23 https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211617930 2021-02-17 15:41:52 UTC https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211617930 Reviewed by CLK/HSB before submission chandler23 https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211626359 2021-02-17 15:43:45 UTC https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211626359 Declined: update SalesForce stage and add any submission notes, and change Google Drive titled to declined. chandler23 https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211656434 2021-02-17 15:50:18 UTC https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211656434 Awarded: Party time! Change grant stage in SalesForce, update any changes to final award. chandler23 https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211687590 2021-02-17 15:57:12 UTC https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211687590 Chandler and Christie meet with grant lead to modify budget. Christie adds name and budget to QB and updates SF with QB name chandler23 https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211696767 2021-02-17 15:59:17 UTC https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211696767 Christie, monthly budget to actual to grant lead chandler23 https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211710178 2021-02-17 16:02:11 UTC https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211710178 Chandler and Christie meet to create a request for reimbursement, mark invoice sent in SF, add claim to Google Drive chandler23 https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211725435 2021-02-17 16:05:23 UTC https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211725435 Financial reports, Chandler, Christie, grant lead meet and create, CSS submits. Report marked complete in SF, added to Drive chandler23 https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211809249 2021-02-17 16:22:58 UTC https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211809249 Final report submitted, all money spent, change stage to complete in SF, deactivate job in QB, mark completed in Drive chandler23 https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211813567 2021-02-17 16:23:53 UTC https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211813567 Woohoo! chandler23 https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211818108 2021-02-17 16:24:50 UTC https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211818108 Jen: receive funds, mark paid in SF, add coding in QB. Chandler mark claims paid in Google Drive chandler23 https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211824276 2021-02-17 16:26:09 UTC https://padlet.com/chandler23/doqxapw9fm5x4xzh/wish/1211824276