Grantee (Prime Recipient Agency)

Additional training videos and materials can be found on the State Agency SharePoint site.

eCivis Basics

Resources

Please see below for eCivis general knowledge.

eCivis User Role Descriptions This document explains the difference between the eCivis user role permissions. PDF file, less than 1

eCivis Glossary of Terms This document provides definitions for common terms used in the eCivis system. PDF file, about 1

Funding Opportunities

User Guides and Training Videos

Please see below for user guides and training videos related to funding opportunities for state agencies.

How to Search for Grant Funding Opportunities (User Guide) This user guide demonstrates how to search for funding opportunities in eCivis. PDF file, less than 1

This training video provides a complete demonstration of searching for funding opportunities in eCivis, the search functionality, creating projects, and other tasks related to funding opportunities.

This short training video highlights how to search for a grant in eCivis.

This short training video demonstrates how to create a search agent in eCivis to assist with narrowing down search results and easily re-creating custom search criteria.

Prime Recipient (Grantee): Setting Up and Managing Federal Awards

User Guides and Training Videos

Please see below for user guides and training videos relating to managing your federal awards on the State as Grantee side of the eCivis system.

Grantee (Prime Recipient) Federal Award Setup and Management User Guide This user guide demonstrates the process of how to set up and manage your federal award in the GMS PDF file, about 3

Adding an Awarded Grant to eCivis (User Guide) This user guide demonstrates how to add a grant award you would like to apply or have already applied for to an eCivis Project. PDF file, less than 1

How to Edit a Project Team (User Guide) This user guide demonstrates how to add other state agency eCivis users to your project team to help manage your grant in eCivis. PDF file, less than 1

Creating and Managing Tasks in eCivis - Prime Recipient (Grantee) User Guide This guide demonstrates how to create simple and advanced tasks in eCivis to assist in managing federal awards. PDF file, about 2

How to Create Organizational Funding (User Guide) This user guide demonstrates how to create organizational funding for your grant project if your federal award is not available in the eCivis "Search for Grants" tool. PDF file, less than 1

How to Create a Grant Amendment - Prime Recipient (Grantee) user guide This guide demonstrates how to create an amendment in eCivis is updates or changes are needed for your federal award. PDF file, less than 1

eCivis Goals and Metrics (User Guide) This user guide demonstrates the Goals and Metrics feature in eCivis and how to implement them into your federal award. PDF file, about 4

How to Correct and Check Line Sequence (User Guide) This user guide demonstrates how to check that you have a line sequence attached to your federal award. PDF file, less than 1

How to Close a Grant and Project Workspace (User Guide) This user guide demonstrates the process for federal award closeout in eCivis. PDF file, less than 1

Correcting Uncategorized Transactions - State as Grantee (Prime Recipient) PDF file, less than 1

This video demonstrates how to create a new project in eCivis when you have identified a grant opportunity in the "Search for Grants" tool.

This video demonstrates how to add a grant that has been awarded in eCivis.

This video demonstrates how to add state agency eCivis users to your project team to assist in managing a grant project in eCivis.

This video demonstrates how to add organizational funding to your grant project if your federal award is not available in the "Search for Grants" tool in eCivis.

This video demonstrates how to create a grant amendment if there are any changes to your federal grant award.

RIFANS and Reporting

User Guides

Please see below for user guides related to reporting and RIFANS functionality.

GMS - RIFANS Training Manual This training manual contains a comprehensive list of RIFANS related tasks and procedures for federal grants. PDF file, about 3

Guide to eCivis Reports This user guide provides a breakdown of the report functionality in eCivis. PDF file, less than 1

How to Use Report Builder (User Guide) This user guide assists with navigating report builder in eCivis, which allows users to create custom reports of federal award data. PDF file, less than 1

How to Handle Deleted RIGIDs (User Guide) This user guide demonstrates what to do if a RIGID is deleted in error (generally caused by deleting grants, projects, or subprojects in eCivis). Contact GMO before deleting grants, projects, or subprojects. PDF file, less than 1