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Programs Funded by a Grant

Grants Management

Written by April Lockett

Updated at September 18th, 2023

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Before processing, verify that your programs are set up in the system, using the Programs Management document. ClientTrack offers the system administrator specific control over which programs can be funded by which grants.

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Managing this from the grant perspective is accomplished by going to the Home workspace, Setup Data Management menu group, expanding the Setup Data Management option and selecting Grant Access.

Associating Programs with a Grant

  • On the Grant Access form, select the second icon next to the grant of interest to view
    Programs Funded by this Grant.
  • Find the needed program in the list of all programs accessible to the Selected Organization.
  • Set the relationship between the program and grant by entering a Begin Date and End Date.
  • Save your changes using the Save button at the bottom of the form.
  • This relationship, once created, is enforced on the Enrollment form.
funded programs grant programs associating programs programs grants

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