To track grant lifecycles using the Nonprofit Success Pack (NPSP), including assigning actions to staff members, tracking applications, reporting deadlines, and summarizing the total amount awarded with payments, the consultant should model the components as follows:
Payments = Opportunities with Payments:
Use the Opportunities object in Salesforce to track each grant awarded.
For each Opportunity, create related Payment records to track individual disbursements or installments of the grant amount.
Applications = Deliverables:
Utilize the Deliverables object to track the application process for grants.
Create Deliverable records to capture key details such as submission deadlines, requirements, and statuses.
Reporting Deadlines = Deliverables:
Similar to applications, use the Deliverables object to track reporting deadlines.
Create Deliverable records for each required report, specifying due dates and completion statuses.
Actions = Activities:
Use the Activities object to assign tasks and actions to staff members.
Create Task records for actions related to the grant, such as follow-ups, meetings, and communications.
This configuration ensures that all aspects of the grant lifecycle are tracked effectively within Salesforce, leveraging NPSP's capabilities to manage opportunities, payments, deliverables, and activities.
Reference:
Salesforce Nonprofit Success Pack Documentation: Detailed instructions on using Opportunities, Payments, Deliverables, and Activities in NPSP.
Salesforce Help Documentation: Opportunities, Activities, Payments, Deliverables.
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