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Overview

This page is still under construction.

Blackbaud Grantmaking has the following main parts:

Dashboard

Dashboards cover the main area of the entering screen after login:

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One can have up to ten dashboards on their work space. It can be added using the + sign shown in the middle top green box (2). Each Dashboard then can be modified by bringing up the dashboard menu. The dashboard menu opens by clicking on the little triangle beside the dashboard name shown in image on middle top red box (1).

Each of the dashboard sections have some functionalities available to us shown in top right brown box (4).

The dashboard can be also refreshed. Looking at the pink box (3) on top right, the time stamp of the last refresh is shown together with the refresh button (round arrow).

There is more detail on Dashboards on 'Dashboard' page.

Ribbon Menu

This is to be found on the top right section of the page. Depending on where we are in the system and the level of access, certain options are available to the user.

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Profile Menu

This menu is not visible by default and it can be reached and seen by clicking on the triangle beside the name:

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Blackbaud Grantmaking is a software designed to manage the grants workflow from end to end.

Some concepts to note are included in this page.

To organize data properly, the data is scattered between record types:

Organization

Request

Contact

Affiliation

Requirement

etc.

There is a relationship between these records types. When looking at each record type opening them in their own modular form:

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The right hand side panel showing in red box on the right hand side (1), shows all the one-to-one associations. So, for example, for this request there is one organization.

The left bottom section showing in green box (2), shows the many to one associations and it gives a count also. For example, for this request, we have 2 Affiliations.

The right top section, shown in brown box (3), is about the record itself. For example, this is a request and that section shows the the details of the request itself and not the associated records.

The ribbon on top is specialized based on record type we are in. For example, this is a request record type, so we have the Action item of Decline or Approve, etc.

It also shows at the very top left hand side, what type of record this is together with the ID number and something to identify the record better. For example, on request, it shows the name of the organizationThese options can only be reached through this menu. Some of the most used functionalities are Help, Views, Searches.