Grant Application Process
Last updated
Last updated
The Grant Radar solution helps and discover, track, and manage grant applications by streamlining matched opportunity delivery, proposal development, and submission tracking.
The system uses AI-driven micro services and web crawlers to scan sources like grants.gov and automatically match opportunities to researchers based on profiles, expertise, and keywords. Otherwise, researchers and executives can manually authorize match opportunities.
The dashboard distinguishes between all retrieved opportunities and matched grants, highlighting unmatched grants by default to ensure no opportunity is missed. Researchers are notified of new matches, deadlines, and status updates.
The Unmatched tab displays all funding opportunities that were not assigned to a researcher or project during the matching process. Authorized users—such as VPs—can manually assign these opportunities directly from the dashboard.
The dashboard clearly differentiates between:
Identified Opportunities: All grants retrieved from external sources
Matched Opportunities: Grants assigned to researchers and actively pursued
Unmatched grants are highlighted by default, helping users quickly identify and act on unassigned opportunities.
Researchers and Executives can review and accept unmatched grant opportunities using the following steps:
If you are a researcher, the system will automatically match you to relevant grants based on your profile.
Researchers and Executives can then review and accept relevant grant opportunities through the dashboard using the following steps:
Otherwise, Researchers can review and accept an opportunity through email notifications:
Once a researcher confirms participation in a grant opportunity, the process enters the Proposal Development phase. During this step, the primary researcher is responsible for assembling a proposal team that may include both internal staff and external collaborators (e.g., legal advisors, finance officers, or technical writers).
Tasks are assigned to each team member, with clear instructions and optional file attachments or external links. These tasks are handled in parallel, allowing team members to work simultaneously on their assigned responsibilities. Each team member receives an email notification with a secure link to access and complete their task.
For users outside the ProcessMaker platform, the system provides access via anonymous web entries. These links allow external contributors to submit required information or documents without needing a full ProcessMaker account.
Uploaded files from all participants—internal or external—are collected in a shared space within the grant record. While these documents are grouped together for easy reference, it’s important to note that the system does not currently display who uploaded each specific file.
This collaborative step ensures that all necessary components of the proposal are gathered efficiently before moving forward to the next stage of the grant application life-cycle.
Follow these steps to structure and manage proposal development:
Navigate to the Proposal Development tab.
Under the Actions column for each grant, click the View icon to view its details.
Add collaborators and assign proposal-related tasks.
Upload and manage required proposal documents.
Use in-system tools for document sharing and version control.
At any time during the application, it is easily possible to track and update the status of your grant applications.
Follow these steps to check your application status:
Depending on the status of the grants, navigate to either Awaiting Defense, Awaiting Results or, Won tab.
Update the status as key milestones are completed.
Provide any additional documentation requested by funding agencies.
