Creating a Grant Milestone
Use grant milestones to track the milestones for grants, such as deadlines for various reports, approval deadlines, and so on. This enables your organization to comply with a grant’s terms and conditions.
You can also set up automatic reminders to the designated staff responsible for the milestone. Reminders can be for sending required reports on time or following-up on requested approvals.
To create a grant milestone:
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Go to the Grant Milestone page:
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If you already have the grant open, in the Milestones subtab, click New Grant Milestone.
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If you don’t have the grant open, you can also go to NFP Financial Center > Grant Management > Grant Milestone.
NetSuite opens the Grant Milestone page.
Note:From the Custom Form list, you should select a preferred form, rather than keeping the default selection.
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If not already populated, in the Grant list, select the grant for which you want to add milestones.
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From the Milestone Type list, select the type of deadline.
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In the Milestone Description field, enter a description of the milestone.
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From the Assigned To list, select the responsible staff member.
After assigned staff members reach the milestone, they can complete the Date Completed field.
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In the Due Date field, pick the date by which this milestone must be reached.
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From the Notify To list, select additional staff members to receive automatic email notifications for the milestone.
Hold down the Shift key to select multiple members.
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If required, add a note.
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Click Save.
NetSuite automatically sends an email notification to the chosen staff member.