Configure Grants Management

concept brazil Updated Mar 17, 2026 1 min read psds-config-gmp-foundation.md
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Configure the foundational details of Grants Management.

  1. Configure scripted extension points in Grants Management
    Enable publishing of grant programs and authorized representative activities.
  2. 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.
  3. Configure Restricted Caller Access (RCA) for Document Templates
    Allow secure, controlled access for generating results letters.
  4. 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.
  5. 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.
  6. 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.
  7. Configure a currency in Grants Management
    Grants Management currently only supports single-currency mode.
  8. 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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