Configure Grant Tracker

Grant Tracker can be used to develop an authoritative inventory of grants, understand where grant dollars are allocated, and who might be impacted by each grant.

In this topic, you'll learn how to configure the Grant Tracker solution to meet specific needs of your organization.

Tip:

As you configure the solution, record the configurations or alterations you make with each version in a change log. This information will be valuable if you upgrade to a new version and need to evaluate the effort required.

Modify grant layer lists

The Grants layer data schema should be reviewed and configured specifically for your organization.

The following fields should be reviewed, and if appropriate, a list should be added to each field. The list of values you add will be the only values available to add to each field, which ensures higher data quality to facilitate accurate reporting.

Display name	Field name	Intended Use
Grant contact	grantpoc	Names of people in organization that are responsible for managing grants
Grantee	grantee	Group in organization that has received grant funds, such as "Public Works" or "Health Services"
Grant program	grantprg	Specific grant program name
Grant type	granttype	Typical types of grants your organization uses
Project type	prjtype	Categories of projects in your organization
Grantor	grantor	If you have a known list of grantors

To update or create a list for any of the fields, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Grant Tracker folder.
2. Click the Grants table.
3. Click the Data menu option in the top right.
4. In the top left, for the active layer, change Comments to Grants.
5. In the top right, click Fields.
6. Click the name of the field that you want to add a choice list to.
7. Click the Create List button.
8. Add the values.

   It is recommended that you use the same value for both the Name and the Label columns for each item you add to the list.

9. Click Save.

Share items with the organization

Several items included with the Grant Tracker solution must be shared with the organization so they can be accessed by internal stakeholders.

To share items with the organization, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Grant Tracker folder.
2. Check the box for each of the following items:

   Name	Item Type
   Grants	Feature layer (hosted)
   Grant_point	Feature layer (hosted)
   Grant_line	Feature layer (hosted)
   Grant_poly	Feature layer (hosted)
   Grant app viewer	Web Map
   Grant updater	Web Map
   Grant Viewer	Instant App
   Grant Updater	Instant App

3. Click Share.
4. In the Share window, click Organization and click Save.

Configure the Grant Center site

The Grant Tracker solution includes the Grant Center ArcGIS Hub site. This site can be configured with your organization's branding and used by internal and external stakeholders to learn about the organization's Grant program.

Update organizational information

After deploying the Grant Tracker solution, you need to update the Grant Center ArcGIS Hub site to meet your organization's needs.

To update the site with your organization's information, complete the following steps:

1. Verify that you are signed in to your ArcGIS Organization and browse to the Grant Center site.
2. From the item page, click Configure.
3. Scroll to any sections that you want to update, hover over the card, and click the edit pencil that appears in the horizontal toolbar. Edit the content with information specific to your organization.
4. In the side pane, click Footer.

   A customer footer is provided. In most cases, you will need to update it with your organizations's branding, contact information, and social media references.

5. Click the HTML box.
6. Make the necessary changes and click Apply.
7. Click Save.
8. Click the Save drop-down arrow and click Publish Draft.

Share items with the public

Several layers, views, maps, and apps included in the Grant Tracker solution must be shared with everyone so they can be accessed by the public on the Grant Center site.

To share items with the public, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Grant Tracker folder.
2. Next to each of the following items check the box:

   Name	Item type
   Grantpoint_pub	Feature layer (hosted, view)
   Grantline_pub	Feature layer (hosted, view)
   Grantpoly_pub	Feature layer (hosted, view)
   Grant locations public	Web Map
   Grant locations public	Instant App
   Grant Center	ArcGIS Hub site application

3. Click Share.
4. In the Share window, click Everyone (public) and click Save.

Configure Gantt chart

The Grant schedule dashboard is a table element displaying like a Gantt chart that shows the start and end dates of all active grants. The Gantt chart must be configured on the first day of each month to ensure information is accurate and up to date.

To update the Gantt chart table element, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Grant schedule dashboard.
2. From the item page, click Edit Dashboard.
3. Hover over the table element and click the Configure button.
4. On the Data tab, under Value Fields, find the field that includes the months that comprise the Gantt chart.
5. Click the X next to the field to remove it.
6. Click Add field and select the field that looks like the one that was just removed.

   The new field should start with the month prior to the current month.

   Reorder the new field in the list above the Grant contact field.

7. Click Done.
8. Save the dashboard and close.

Note:

You must repeat these steps on the first day of each month to keep the Gantt chart accurate and up to date.

Note:

In order for grants to appear on this schedule, the grant needs to have a start or end date in the time period shown. The grant must also have a status of Awarded, In progress or Completed.

Update Grant overview dashboard

Note:

The following steps are optional and may need to be repeated over time.

The Grant overview dashboard has been configured with a pie chart widget that displays grants using the grantee field. If a list was created for the grantee field in the previous step, Modify grant layer list, then the chart needs to be updated.

To update the pie chart widget in the Grant overview dashboard, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Grant Tracker folder.
2. Open the Grant overview dashboard in Edit mode.
3. Hover over the Grantee widget and click the Configure button.
4. Click Slices.
5. Click the Load categories button to load the list.

   If there is no data, you must add the categories manually. Click the + category button to add each value one by one.

6. Update the colors as desired.

   Click the Apply colors button to use pre-loaded color templates.

7. Click Done.
8. Save the dashboard and close.
If there are no defined values in a list, then the chart may need to updated over time to account for new values in the chart.