Use Grant Tracker

The Grant Tracker solution delivers a set of capabilities that help grantees develop an authoritative inventory of grants, track grants through key phases, evaluate their effectiveness, and inform internal and external stakeholders.

In this topic, you will learn how to use the solution by assuming the role of a user and performing the following workflows.

Add a new grant

In this workflow, you will assume the role of a grant manager who would like to enter a new grant into the system to manage key deadlines and map the locations of where grant funding is being spent in the community.

To add a grant to the Grant Tracker solution, complete the following steps:

1. Signed in to your ArcGIS organization, and browse to the Grant Tracker app.
2. From the item page, click View.
3. At the top of the app, click the Manage drop down arrow and choose Grants.
4. Click + Add grant.
5. Click + Add in the Add grant window.
6. Fill out the form with all the relevant information about the grant.
7. Click Add.
8. Close the window.
9. Refresh the browser to see the new grant n the table.

Map the grant

Note:

Before completing this step you must have already added the grant to the system. To add a grant, complete the previous workflow (Add a new grant).

In this workflow, you will assume the role of a grant manager who would like to add grant information to a map.

To add grant information to a map, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and are viewing the Grant Tracker app.
2. At the top of the app, click the Manage drop-down arrow and choose Grant locations.
3. Click Filter in the sidebar.
4. Expand Filter to add a grant to the map.
5. Click the Grant name drop-down and choose the grant that you want to map.

   Note:

   You can only map one grant at a time. If you choose more than one grant, the first grant that you select will be referenced in the next steps.

6. Click Edit in the sidebar.
7. Click a point, line, or area from the template list.
8. Find the location where you want to add your grant.
9. If you are adding a point, click the map to place it.
10. If you are drawing a line or an area, click the map to start drawing, click to add more vertices, and then double-click the last vertex to complete your drawing.

    The Create features panel appears, showing the information from your grant that will be added to the point, line, or area.

11. Scroll to the bottom of the panel and, if applicable, add location information and indicate if the grant should be visible on the public-facing map.

    Note:

    If you chose Yes, the grant will be available for anyone in the community to view on the map on the Grant Center site.

12. Click Create.

    If the grant is associated with multiple locations, you can add additional points, lines, or areas to the map to represent the grant. However, you must add them one at a time.

13. To add a point, line, or area associated with this grant, click the back arrow next to Create features and repeat the previous steps.
14. If you want to map a different grant, click Filter, and repeat this workflow.

Note:

The grant information added to the map will not update as the grant information changes. You will need to either update the features with grant changes or delete the features and re-create them after you update the grant information.

Manage grant information

Grants in the system may need to be modified or updated. With the Grant Tracker solution, grant managers an update grant information, add objectives or a work plan, list expenses, write comments, or upload attachments.

Update grant information

In this workflow, you will assume the role of a grant manager who wants to update information for a grant that is already in the system. To update information, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization, and are viewing the Grant Tracker app.
2. Open the Grant Tracker application.
3. At the top of the app, click the Manage drop-down arrow and choose Grants.
4. In the table, check the box for the grant that needs to be updated.

   An information panel opens on the left.

5. In the information panel, click Edit.
6. Update existing information, or add an objective, work plan item, expense, or comment.
7. Click Update.

Manage work plan

Note:

To complete this workflow, the grant must have a work plan item already attached. To add a workplan item, complete the previous workflow (Update grant information).

In this workflow, you will assume the role of the grant manager who wants to view all work plan items and their due dates, as well as update work plan statuses. To manage a work plan item, complete the following steps:

1. Verify you are signed into your ArcGIS organization, and are viewing the Grant Tracker app.
2. At the top of the app, click the Manage drop-down and choose Work plan.
3. Select an activity in the table.
4. To the right of the activity, click the Edit button , update the status, and click Save.

Update related projects

Frequently, project management and grant management are conducted by different people in an organization. Grant managers are responsible for ensuring that funds are being used in compliance with the grant parameters, while projects managers ensure that work is being completed on time and on budget. The Grant Tracker solution provides project managers with the ability to update information about projects related to the grants. Allowing project managers to directly update key project details can help streamline the grant management process and increase transparency in the organization.

In this workflow, you will assume the role of a project manager who wants to update project status information. To update this information, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Grant Updater app.
2. From the item page, click View.
3. In the table, check the check box for the grant that needs to be updated.

   An information panel opens on the left.

4. In the information panel, click Edit.
5. Update the necessary information.
6. And then click Update.

Review grant portfolio

The Grant Tracker solution enables grant managers to view their entire grant portfolio so they can understand grant funding in their organization as a whole.

View grant charts

In this workflow you will assume the role of a grant manager who wants to view information about their overall grant portfolio. To view the information, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Grant Tracker app.
2. From the item page, click View.
3. At the top of the app, click theView drop-down arrow and choose Grant overview.

Note:

The Grant spending gauge in the dashboard is being populated by the Spent to date field recorded for each grant in the project section. The spent amount is not automatically updated and must be done manually. Missing or incorrect data in that field will skew the results in the Grant spending gauge on the dashboard .

View grant map

In this workflow you will be assuming the role of a grant manager who wants to view the grants on a map. To view grants, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and are viewing the Grant Tracker app.
2. At the top of the app, click the View drop-down arrow and choose Grant map.
3. Click Layers to turn the grant information on and off.
4. Click on a grant on the map to view the information related to it.

Evaluate grant impact

The Grant Tracker solution provides grant managers the ability to analyze areas in their community to either meet grant eligibility requirements for a potential grant funding source or to use that information to evaluate and report the impact on existing grant compliance.

In this workflow you will assume the role of a grant manager who wants to analyze areas around a grant location.

1. Verify that you are signed in to your ArcGIS organization and are viewing the Grant Tracker app.
2. At the top of the app, click the View drop-down and choose Area analysis.
3. Search for an address, place a point, or draw a polygon to indicate the location on the map where you would like to perform analysis.
4. Click Next.

   If you searched for an address or placed a point, you see the options to modify buffers.

5. Modify the buffers to set your area of interest as needed.
6. If applicable, modify the buffers to set your area of interest as needed, and then click Next.
7. The ACS Population Summary Report (Tabular 2024) is set as the default infographic.

   Optionally, select a different infographic from the drop-down list.

   Note:

   Running infographics consumes credits in ArcGIS Online. Please review Understanding credits.

8. Click Run Infographic.
9. Along the top of the infographic, click the drop down arrows to change buffer, view, and page options.
10. To save this infographic, click the Export infographic button at the top right.

Share grant information

The Grant Tracker solution provides grant managers the ability to increase transparency to internal and external stakeholders.

Share internally

In this workflow you will assume the role of a member of the organization who would like to see where grant funding is being spent in the community. To view grant funding information as an organization member, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization, and browse to the Grant Viewer app.
2. From the item page, click View.
3. Explore the map to view where grant funding is being spent.

Share externally

In this workflow you will be assuming the role of a member of the community who would like to see where grant funding is being spent. To view grant funding information as a community member, complete the following steps:

1. In a browser, open the Grant Center site.
2. Review the information on the site.
3. Scroll to the Grants map.
4. Click the grant in the map to view information about a specific grant.