Q: My grant with a proposal type of "Add-on" does not have a project auto-populated however, it is related to an already existing project.  How do I link them?


A: There is no project because the workflow in Salesforce is that when the grant type is "Add-on Funding" no project gets populated.  You can add the project yourself (and should) if this is add-on funding on top of a full grant.  Here are the instructions below.  Please let me know if you have any other questions or else I will close this ticket.  Thanks - Anna

Found in this document: https://docs.google.com/document/d/1q9bHl9pCZeVMSuHOE2XwGpe0A0zxvAbHApQ2p_5ElYI/edit

(Look under) System Information
    
Project Lookup should be used when you are entering a proposal for a project which already exists in Salesforce (add-on funding, scale up, an ongoing project that we are now providing funding for). 
  • If the project was funded as a PILOT in the past (or has not been previously funded), leave blank
  • If the project was funded as a FULL in the past, link to the project page in the “Project Look-Up” section (see below for process for previously funded full projects)**

In order to avoid duplicate projects in Salesforce, you should be searching to make sure that these projects do not exist BEFORE awarding any proposals.
**When we receive proposals to fund full projects which we've already funded, please do the following: when you're adding a new proposal, select "add on funding" under Proposal Type. If the project gets awarded funding, you will need to link the existing project record to the proposal record using "Project Lookup", rather than allowing the proposal record to automatically create a new project record (because we would then have duplicate project records for the same project).