Topic 2 of 6 · Settings

Grants

Grants are organization-level labels used for allocation, colors, table entries, schedules, and reports.

Add a Grant

  1. Open Settings.
  2. Find Grants.
  3. Select Add Grant.
  4. Enter the grant name.
  5. Pick a color.
  6. Add a description if it helps users understand the grant.
  7. Save.

Grant names should be stable. Existing entries that already reference a grant name are not automatically rewritten when a grant definition is deleted.