Starting a new grant

Click “New Grant” in the top corner of the grants or dashboard page.

The flow has three steps:

1. Identity: grant title and funder name (optional but helpful).
2. Context: add the RFP or guidelines so Grantivo can analyze requirements and give you funder-aware feedback. You can upload RFP (PDF or DOCX, recommended; Grantivo extracts requirements and structure), paste text or a URL to the guidelines, attach from Vault to reuse a document you've already uploaded, or skip and add context later.
3. Create: Grantivo processes the context (if provided) and opens the grant in the editor.

You can also start from Upload RFP on the dashboard; that leads into the same flow.