New grants can be set up by using the Add New or Quick Add New buttons at the top of the form. The Quick Add New form is a modified version of the in-depth grant setup form outlined below.

• On the Grant Management search form, select Add New. 
• If not automatically generated, enter a Grant ID, which, as specified in the form instructions, must be a unique three-character ID.

• Enter a Grant Description. This determines how the grant will be identified in search forms and drop-down lists.
• If applicable, add a Grantee Agency and accompanying Address Information. These are used for reference and populating some reports.
• Select the Owning Organization. This identifies which organization has rights to edit the grant. The Owning Organization will default to the Organization the user is currently logged into.

• If necessary, check the Enrollment Required checkbox. This will not allow a client to receive services from that grant unless they are enrolled in a program tied to that grant. 
• If applicable, use the Define Eligibility button to associate this grant with a pre-defined set of eligibility criteria.
• Select Next to continue on to the next form.

Additional Details Form

• Set the Begin Date and End Date. This defines the date range the grant will be accessible to associate with program enrollments and services.
• If applicable, use the Account drop down list and select an account or add a new account that uses this grant as a Managed Fund.

• Use the Accessing Organization multi-select box to select which organization(s) will have access to this grant. This box manages the information specific to this grant.

• Select Next to continue on to the next form.

Project Information Form

• Select WIA Grant if the grant is a Workforce Investment Act grant for employment services.
• For Federally funded grants, select the appropriate Federal Grant Program and the corresponding Grant Program Component.
• Select Finish and be returned to the Grants search form.