Configure Grants Management
concept brazil Updated Mar 17, 2026 1 min read psds-config-gmp-foundation.md
Configure the foundational details of Grants Management.
- Configure scripted extension points in Grants Management
Enable publishing of grant programs and authorized representative activities. - Configure the related party extension point in Grants Management
Remove related parties from a proposal when an applicant removes key personnel or an authorized representative. - Configure Restricted Caller Access (RCA) for Document Templates
Allow secure, controlled access for generating results letters. - Assign user personas, roles, groups, and responsibilities in Grants Management
By default, Grants Management comes with roles, personas, and responsibilities that can be assigned to existing users on the platform. - Toggle character count display for form fields in Grants Management
Toggle the character count for form fields in the Grants Management to display the remaining number of characters available in the text field. - Configure a retention policy for grant cases in Grants Management
Set up an Archive Rule to automatically purge active grant cases and their associated data after a set period of time. - Configure a currency in Grants Management
Grants Management currently only supports single-currency mode. - Configure export application functionality in Grants Management
Configure the export to PDF functionality so that grants program can export grants proposals directly to PDF.
Parent Topic:Configuring Grants Management
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--- title: Configure Grants Management description: Configure the foundational details of Grants Management. locale: en-US canonical_url: https://www.servicenow.com/docs/r/government-industry/psds-config-gmp-foundation.html release: brazil topic_type: concept last_updated: "2026-03-17" reading_time_minutes: 1 breadcrumb: [Grants Management, Playbooks and Solutions, Configure agent workspaces, Configure, Public Sector Digital Services \(PSDS\)] --- # Configure Grants Management Configure the foundational details of Grants Management. 1. [Configure scripted extension points in Grants Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/government-industry/psds-config-gmp-fdtn-scripted-ext-pt.md) Enable publishing of grant programs and authorized representative activities. 2. [Configure the related party extension point in Grants Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/government-industry/psds-config-gmp-fdtn-rpmanagement-ext-pt.md) Remove related parties from a proposal when an applicant removes key personnel or an authorized representative. 3. [Configure Restricted Caller Access \(RCA\) for Document Templates](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/government-industry/psds-config-gmp-fdtn-doc-template-rca.md) Allow secure, controlled access for generating results letters. 4. [Assign user personas, roles, groups, and responsibilities in Grants Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/government-industry/psds-config-gmp-assign-user-roles-responsibilities.md) By default, Grants Management comes with roles, personas, and responsibilities that can be assigned to existing users on the platform. 5. [Toggle character count display for form fields in Grants Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/government-industry/psds-gmp-config-show-character-count.md) Toggle the character count for form fields in the Grants Management to display the remaining number of characters available in the text field. 6. [Configure a retention policy for grant cases in Grants Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/government-industry/psds-config-gmp-setup-retention-policy.md) Set up an Archive Rule to automatically purge active grant cases and their associated data after a set period of time. 7. [Configure a currency in Grants Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/government-industry/psds-config-gmp-single-currency-setup.md) Grants Management currently only supports single-currency mode. 8. [Configure export application functionality in Grants Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/government-industry/psds-config-gmp-export-pdf.md) Configure the export to PDF functionality so that grants program can export grants proposals directly to PDF. **Parent Topic:**[Configuring Grants Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/government-industry/configuring-grants-management-playbook.md)
| title | Configure Grants Management |
| description | Configure the foundational details of Grants Management. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/government-industry/psds-config-gmp-foundation.html |
| release | brazil |
| topic_type | concept |
| last_updated | 2026-03-17 |
| reading_time_minutes | 1 |
| breadcrumb | Grants ManagementPlaybooks and SolutionsConfigure agent workspacesConfigurePublic Sector Digital Services \(PSDS\) |