Hello Community,
I am hoping somebody can shed some light on an implementation question/concern that I have. My client has a new Nonprofit Cloud org with Grantmaking. We assumed that Grantmaking would have everything we would need to run a basic 'grants management' solution. However, we soon found out that the 'Manage collaborators' functionality is part of the 'Grants Management installed package'. So just the fact that we have to install a separate package after having a 'Grantmaking' org provisioned was a surprise at first. After installing the 'Grants Management' package I see that we also get OFM with it. This means we now have 2 versions of all of the 'Funding' objects such as Programs, Disbursements, Requirements etc.
I am wondering what the guidance or best practice is in this situation? Do we just not enable 'Grantmaking' in setup and go with the continued use of OFM for those objects? Has anyone else been faced with this dilemma yet? Any additional concerns around the use of Person Accounts with OFM if we take the OFM path?
Thanks in advance for your help :)
Ah, yeah, that's not yet a feature in grantmaking. Or it's very manual = add instructions to have grantee reach out to grants team at the foundation to create a user and add to the "team" to collaborate on the same application via the online portal. :)
