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 new grant

In this workflow, you will be taking 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.

As a grant manager, you can add a grant to the Grant Tracker solution by completing the following steps:

1. Verify that you are signed in to your ArcGIS organization, search for the Grant Tracker application.
2. Open the Grant Tracker application.
3. Using the top menu for navigation in the app, click on the arrow next to Manage and choose Grants.
4. Click on the + Add grant button in the top left.
5. Click on the + Add button in the window.
6. Fill out the form with all the relevant information about the grant.
7. Click Add.
8. Close the window.

   Refresh the browser to add another grant or to see the new grant you added in the table.

Map the grant

In this workflow you will be taking on the role of a grant manager who would like to add grant information to a map.

Note:

Before completing this step you must have already added the grant to the system.

1. Verify that you are signed in to your ArcGIS organization, search for the Grant Tracker application.
2. Open the Grant Tracker application.
3. Using the top menu for navigation in the app, click on the arrow next to Manage and choose Grant locations.
4. Click on Filter in the sidebar.
5. Expand the Filter to add a grant to the map filter.
6. Choose the grant you wish to map from the drop down.

   Choose only one grant at a time. If you choose more than one grant, then the first grant you select will be referenced in the next steps.

7. Click on Edit in the sidebar.
8. Click on a point, line or area from the template list.
9. Find the location you wish to add your grant to a map.
10. Click on the map to place a point. If you are drawing a line or an area, click on the map to start drawing, then click once to add more vertices. Double click your last vertex to complete drawing the line or area.
11. A window will be displayed showing all the information from your grant that will be added to the point, line or area.
12. Scroll down and add additional information as needed, such as a location description, more information in description info and finally determine whether to add this grant to the public facing map. If you chose Yes, the grant will be available for the public to view in the map on the Grant Center site.
13. Repeat steps 6 to 11 to add more points, lines or areas associated with this grant.
14. If you wish to map a different grant, repeat steps 4 to 11.

Note:

You can add as many points, lines or areas to the map as you wish for each grant.

Note:

You can add a combination of points, lines and areas to represent a grant, however you must add them one at a time.

Note:

The grant information added to 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

After grants have been entered into the system, they may need to be modified or updated. The Grant Tracker solution provides grant managers with a couple different applications to manage the grants and the work plan items associated with each grant.

Update grant information

In this workflow, you will be taking the role of a grant manager who would like to update information on a grant already added to the system.

1. Verify that you are signed in to your ArcGIS organization, search for the Grant Tracker application.
2. Open the Grant Tracker application.
3. Using the top menu for navigation in the app, click on the arrow next to Manage and choose Grants.
4. Click on the grant that needs to be updated in the table.
5. In the left panel, click Edit.
6. Update the necessary information, including adding objectives, work plan items, expenses, comments, or attachments.

Note:

To add objectives, work plan items, expenses or comments click the + Add record button below the corresponding section.

7. Click Update.

Manage work plan

In this workflow, you will be taking on the role of the grant manager who would like to see all the work plan items and their due dates, as well as update work plan statuses.

1. Verify you are signed into your ArcGIS organization, search for the Grant Tracker application.
2. Open the Grant Tracker application.
3. Using the top menu for navigation in the app, click on the arrow next to Manage and choose Work plan.
4. Click on an activity in the table.

   In order to view a work plan activity in the table, you must first add a work plan item. See previous section to learn how to add a work plan record.

5. If appropriate, to update the status, click the pencil icon, change the status, and click Save.

Update related projects

Frequently, project management and grant management is being conducted by two different people in an organization. Grant managers are responsible for ensuring the funds are being used in compliance with the grant parameters, while projects managers are ensuring the work is being completed according to their plan. The Grant Tracker solution provides project managers 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 be taking on the role of a project manager who would like to update information about the project status.

1. Verify you are signed in to your ArcGIS organization and search for the Grant Updater application.
2. Open the Grant Updater application.
3. Click on the grant that you would like to update from the table.
4. Click Edit.
5. Update the necessary information, including adding expenses, comments or attachments.

Note:

The Spent to date field is not automatically updated and must be done manually.

6. Click Update.

Review grant portfolio

The Grant Tracker solution provides grant managers the ability 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 be taking the role of a grant manager who wants to view some charts about their overall grant portfolio.

1. Verify you are signed in to your ArcGIS organization, search for the Grant Tracker application.
2. Open the Grant Tracker application.
3. Using the top menu for navigation in the app, click on the arrow next to View and choose Grant overview.

Note:

The Grant spending gauge in the dashboard is being populated by the Spent to date field recorded in 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 taking the role of a grant manager who wants to view the grants on a map.

1. Verify that you are signed in to your ArcGIS organization, and search for the Grant Tracker application.
2. Open the Grant Tracker application.
3. Using the top menu for navigation in the app, click on the arrow next to View and choose Grant map.
4. Click on Layers to turn the grant information on and off.
5. Click on a grant in 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 founding source or to use that information to evaluate and report the impact for existing grant compliance.

In this workflow you will be taking on the role of a grant manager who would like to analyze areas around a grant locations.

1. Verify that you are signed in to your ArcGIS organization, and search for the Grant Tracker application.
2. Open the Grant Tracker application.
3. Using the top menu for navigation in the app, click on the arrow next to View and choose Area analysis.
4. Find the location on the map in which you would like to perform analysis.
5. On the right, click on the location marker, then click on the map to place a point.
6. Click Next.
7. Modify the buffers to set your area of interest as needed.
8. Click Next.
9. The ACS Population Summary Report (Tabular 2024) is set as the default infographic.

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

10. Click Run Infographic.
11. Along the top of the infographic review your options, such as viewing all the buffer result in a side by side view.
12. If you would like to save this infographic, click Export infographic button in the top right.

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

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 be taking on the role of a member of the organization who would like to see where grant funding is being spent in the community.

1. Verify that you are signed in to your ArcGIS organization, and search for the Grant Viewer application.
2. Open the Grant Viewer application.
3. Explore the map to view where grant funding is being spent.

Share externally

In this workflow you will be taking on the role of a member of the public who would like to see where grant funding is being spent in the community.

1. Open the Grant Center site.
2. Review the information on the site.
3. Scroll to the embedded Grants map.
4. Click on grant in the map to view information about a specific grant.