Track a funder's requirements on a saved grant

Funder requirements is where you list what this funder asks for in this round: each question, attachment and condition from the funder's current instructions. You add the items yourself, or on Team and higher choose Read the funder's instructions and keep the items you tick from what it finds. GrantCue does not decide whether you are eligible.

Open a saved grant from My grants and expand Funder requirements. The same panel is the Funder requirements tab of the writing workspace, for a draft linked to that grant. Anyone in the organization can see it. Adding or changing anything needs grant editing access.

Record the instructions first

1. Enter the Application round, the Version or date of the instructions (for example 2027 guidelines, updated March 3) and the Link to the instructions, and choose Save instruction details.
2. Once you have checked that these are the current instructions, choose Confirm these are the current instructions.

You can add requirements once the instruction details are saved. If the grant's first-application guide recorded a round and version, they are filled in for you. If you later change the round, the version or the link, the confirmation is cleared and every requirement shows Needs review until you confirm the instructions again. A requirement reviewed against an earlier version needs a new review.

Add requirements

1. Under Add a requirement from the funder instructions, choose a Type: Question, Attachment, Eligibility, Prerequisite or Other.
2. Enter the Funder wording or title. Instructions or review criteria and Evidence or facts needed are optional.
3. If the funder states a limit, enter it and choose Words or Characters including spaces.
4. Leave Required for this funder ticked for something the funder requires, or clear it for a reference item. Then choose Add requirement.

• Paste multiple funder questions takes up to 20 questions at once, one per line or numbered as 1. or 1). Check each one in the preview, tick that you reviewed them against the funder instructions, and save them together. You can also add a blank answer section for each question to a draft, linked to its question.
• Paste or load one funder question from a plain-text file stages a single question for you to check before you add it. Nothing is extracted or analyzed automatically. For instructions in a PDF or Word file, copy the question into the box.

Answer and review each item

Each requirement shows Needs review, Reviewed, Not applicable or Retired from current instructions. Review state also offers Not reviewed, Missing and In progress for items you are still working on, and Reviewed or Not applicable needs a review reason.

• For a question, type in Your answer and choose Save answer. A counter shows the words or characters against the recorded limit, and an answer over the limit cannot be saved. Then set Review state to Reviewed, enter the reason and choose Save review.
• For an attachment, upload the file to the grant's documents first, or use an organization file. Choose it under Use an existing file, choose Link this version, and once you have checked it, choose Mark suitable after review. A document category alone never counts. When a newer version of the file is uploaded, the link shows Older version and needs a new review.
• A reviewed attachment whose linked file is suitable and current offers a button such as Prepare reviewed v2 download. It gives a short-lived link to exactly that version. Nothing is sent to the funder.
• Review several saved answers, in the full working view, loads the saved answers that need review so you can tick the ones you checked and record them all with one reason. The funder's current instructions must be confirmed first.

Edit wording, limit, or requiredness changes how a requirement is defined. The saved answer and the earlier wording are kept (under Earlier funder wording), and the item needs a new review. When the funder drops or replaces an item, Retire superseded item takes it out of the current instructions with a reason, and optionally names its replacement. A retired item stays on the list for reference.

How it connects to your draft

• Copy saved answer into draft puts a question's saved answer into a writing section you choose. It replaces that section's text, and the section's version history keeps the old text. Word and PDF downloads use the writing sections, not the answers saved here.
• In the writing workspace, Funder question this section answers links a section to one of these questions. The section's counter then follows the question's limit, and the writing tools see its wording and limit. The link is saved for your whole team.
• On the grant's page, Workspace activity counts required items that still need review, and instructions not yet confirmed as current, as blockers. Activity details lists them under Checks to investigate.

The Compliance tracker in the writing workspace is a separate check. It reads the requirements in the grant's AI summary of the funding notice, not the ones entered here, and on Essentials and higher Check with AI reads your draft against them. See Applications and the writing workspace.

Reviewed means someone on your team checked the item against the version of the instructions recorded here. It is not approval from the funder. Check the funder's full, current instructions before you submit.