One page PDF of instructions.
Learn how to master GrantForward with case studies that cover typical usages.
How Can I Use My Personalized Homepage?
GrantForward provides a personalized homepage to help you quickly see your newest grant recommendations, favorite grants, and saved searches within your personalized dashboard as well as view database updates and connect with other researchers.
How Active Are Users at My Institution?
GrantForward allows you to generate reports to see how active users at your institution are. Go into the Administrator Console and then select Usage Report, you can see the user interaction statistic and find a way to improve the usage among your institution members.
How Can I Link to GrantForward from My Websites?
A great way to help your institution members become aware of their access to GrantForward and take advantage of the service is to link to GrantForward on your institution website. Here are some guidelines for how to link.
How Can I Help My Members Get Started Using GrantForward?
GrantForward can be very useful and valuable for your institution members to explore funding opportunities-- if
you make GrantForward available and known to them! To help your members get started moving their research
forward, we suggest the following steps.
How Can I Embed GrantForward Widget in My Institution’s Website?
GrantForward supports an integration feature for embedding the search widget box in your institution’s website, which allows your members to search for grants at GrantForward right from your webpage. To add the GrantForward widget to your website, please follow these easy steps below:
How Can I Annotate a Grant Opportunity to Provide Submission Instructions?
If you need to provide submission information specific to your institution for a grant opportunity, you can easily annotate a grant with instructions that only members of your institution will see. For example, if you need to enforce an internal selection for a limited-submission grant with an internal deadline, and a condition that each PI can only participate in one submission, you can follow the steps below.
How Can I Monitor and Disseminate New Grants from My Favorite Sponsors?
Everyone has his favorite sponsors. If you have a list of sponsors that you want to monitor for new grant opportunities and disseminate them to your members, you can set up a Saved Search to monitor these sponsors and disseminate email alerts with new grant opportunities to the selected members.
How Can I Make Sure That Disseminated Grants Benefit My Members?
To make sure that disseminated grants benefit your institution members, you want to set up complex saved searches for dissemination. To configure a disseminated search, go into the Administrator Console and then select Disseminate. The example below shows a disseminated search for graduate students in big data and related fields who are interested in research projects, workshops or collaboration.
How Can I Know How To Navigate the GrantForward Website?
If you are having trouble getting started using GrantForward or can not figure out how to navigate the different sections within GrantForward, you can see the breakout of what features you can find under each section of GrantForward.
How Can I Get Started Using GrantForward?
GrantForward can effectively connect you with funding opportunities, to help move your research forward. To get started using GrantForward, we suggest these steps.
How Can I Use the Administrator Console?
The Administrator Console is a dedicated facility to help administrators manage the accounts and profiles of their institution members and get insights on how they are using GrantForward to look for and find grants.
How Can I Generate My Research Interests When Creating My Researcher Profile?
When creating your researcher profile, you will need to generate research interests - a set of keywords/phrases that describe your research, in order to get grant recommendations tailored to your research needs.
How Can I Create a Good Researcher Profile?
Your researcher profile is important. It captures your research interests, which then determine what grants will be recommended to you! It also presents information about your research, so your colleagues and other researchers can find you to collaborate. To create a good researcher profile, make sure to complete the following:
What Is the Difference Between Having an Account and a Profile?
This casestudy helps you find out the difference between having an account and a profile on GrantForward. To get started using GrantForward, you must create an account, after that, you can build a profile to receive grant recommendations based on your research interests and connect with other researchers across all institutions.
How Can I See How Many Researcher Profiles Were Created?
If you would like to check how many researcher profiles were created by your institution members, you can easily view all created researcher profiles and export for easy reference.
How Can I Create Researcher Profiles for My Members?
Researcher Profiles allow your institution members to upload their publications/CV and research interests and get grant recommendations based on their research needs. To create researcher profiles for your institution members, you can create them one at a time or use our Auto Sign-up/Auto Profile option for profile creation.
How Can I Tailor My Grant Recommendations?
After creating a Researcher Profile, you can make sure that the grant recommendations you are receiving are matching your research needs by tailoring your recommendation settings. You should know how to edit your research interests and use filters to update your grant recommendations.
How Can I Help My Institution Members Receive More Relevant Grant Recommendations?
If you would like to help your institution members receive more relevant grant recommendations, you can follow the steps below to help them configure and update their Researcher Profiles for more relevant grant recommendations.
How Can I Help My Members Tailor Their Grant Recommendations?
After creating researcher profiles for your institution, you can help make sure that the grant recommendations your members are receiving are tailored to their research needs. Educate your institution members so that they know how to edit their research interests and use advanced filters to tailor their recommendations.
How Can I Use GrantForward Advanced Features for Better Grant Management?
After setting up a grant search and finding some desired grants matching your research needs or any unwanted grants, you can use our advanced features including: Favorites, Tags or Exclusion for better tracking or managing these grants.
How Can I Search for Awarded Projects?
GrantForward released Award Search to support researchers a complete award-seeking cycle, from Sponsors, Pre-solicitations, Grants to Funded Awards. You can find who/what institutions were winning grants and what research topics have been funded, using keywords/phrases and various filters such as amount or start date.
How Can I Search for Pre-solicitations?
GrantForward released Pre-solicitation Search to support researchers a complete award-seeking cycle, from Sponsors, Pre-solicitations, Grants to Funded Awards. This feature offers the notices from sponsors-- which provide a heads-up that grants will be released, and you can find them by keywords/phrases and other filters such as amount or estimated grant call date to prepare better for submitting applications at a later time.
How Can I Search for Grants Using Keywords and Phrases?
To start looking for grant opportunities, you will normally start with searching by keywords/phrases-- like how you use a search engine. This first step finds grants by their topic relevance to your interest areas, before you further add search filters to limit other aspects such as sponsors and types of grants. You can enter keywords/phrases in the default Simple Search; you can also switch to Advanced Keyword Search to use more search operations. Suppose you are looking for grants within social media mining and behavioral modeling, you would follow the steps below to configure an appropriate keyword and phrase combination for your search.
How Can I Export Selected Grants for Future Reference?
After setting up a grant search with relevant keywords and advanced search filters, you have the ability to export the grant search and grant opportunities for future viewing, sharing, and reference. For example, if you set up a complex search for “disease” you can follow the steps below to export your search results.
How Can I Monitor and Get Alerts for New Grant Opportunities?
After setting up a grant search with relevant keywords and search filters, instead of recreating the same search every time you want to see new grant opportunities within the selected search criteria, you can set up a saved search with email alerts to automatically get notifications. For example, if you set up a complex search for “biochemistry” you can follow the steps below to save your search and set email alerts.
How Can I Find New Sponsors for My Research?
If you are looking to identify new sponsors to get more grant opportunities for your research, GrantForward provides a Sponsor Directory for you to search for new grant sponsors. For example, if you are looking for sponsors for environmental concerns, in foundation space, then you can follow the steps below.
How Can I Search for Grants Using Advanced Search Filters?
You can refine your search results beyond topical relevance, by adding advanced search filters (either on top of keywords or not). For example, suppose you are looking for grants from some sponsors, due in a range of dates, of some desired grant types, for your specific role, and with a certain amount.
What Advanced Search Filters Can I Use for Searching Grants?
To refine your grant search results in order to filter out irrelevant grant opportunities, you can layer advanced search filters to further refine your grant search. Use the chart below as a reference in order to understand the functions of each of the advanced search filters and how they can improve your grant search.
How Can I Find Grant Opportunities Using Advanced Keyword Search?
To start looking for grant opportunities, you will normally start with searching by keywords that are relevant to your field of research. Beside the default Simple Search, GrantForward allows you to enter keywords/phrases in Advanced Search to use more search operations. Follow the steps below to find grant opportunities using advanced keyword search.
How Can I Search for and Monitor Grants from Specific Sponsors?
Researchers have their favorite sponsors. You can easily search for new grant opportunities from these sponsors. Further, if you want to stay up to date with their new grant opportunities, you can set up a Saved Search with these sponsors and get email alerts. For example, suppose you want to look for and keep monitoring “diabetes” grants from the National Institutes of Health and American Diabetes Association, follow the steps below.
What Can I Do with Exported Grants?
You can export your grant search results to compile and manage your list of grants to follow up, save them for easy reference, or share them with your colleagues. You can export the details of a single grant or an entire list of grants within your search results.
How Can I Share a Grant Search to My Members?
If you need to share a grant search to specific members of your institution, GrantForward allows the ability for administrators to disseminate grant searches to their members. For example, if you are looking to disseminate a grant search for your institution’s “system biology” researchers, you would follow the steps below.
How Can I Educate My Members on How to Search?
If you are unsure of how to educate your institution members on conducting a simple and advanced search on GrantForward, as well as understanding the search filters and their functions, GrantForward provides multiple resources to allow you to help educate your institution members.
How Can I Know What Keywords My Members Are Searching?
Whether you’re curious to see the kinds of keywords your institution members are using to search or want to make recommendations for better searches, you can generate a usage report to view the keywords your institution members are using.
How Can I Stay up to Date with GrantForward?
If you are looking to stay up to date with GrantForward and new features and updates, there are a variety of resources to follow. Visit the Support Page to get started with learning about all of the features and ways to help make your grant search and recommendation easier. Videos are also posted in our YouTube Channel.
How Can I Direct My Members to Find Help Using GrantForward?
If you or your institution members are having difficulty using GrantForward or any of the GrantForward features, there are a variety of ways to find the answers.