Last Updated: 04/02/2026
This document describes how to leverage the Quick Create form to create a new grant requirement.
Things to know:
Before following the steps in this guide, ensure that your organization is utilizing the Quick Create form. If not, follow the steps in the Leveraging the Request Quick Create Form knowledge article. Ensure you select the Payment & Requirement table instead of Request, as Quick Create is enabled on a table-by-table basis.
Important: this process describes how to manually create a grant requirement. Please be aware of whether and how your organization uses GOapply to create Requests and/or Requirements. In many cases, Requirements are automatically created via the GOapply Interim/Final reporting phases.
Manually Quick-Create a Requirement
Begin by navigating to the Request that needs a requirement. Users can find a Requirements sub-grid in the Payments & Requirements tab. Click +New Payment or Requirement.
The quick-create form will slide out from the right side of the screen.
Change the Type to Requirement. The subsequent fields on the form will change to Requirements-specific fields.
Fill in Requirement Due, Requirement Type, and Requirement Received (if applicable). If the requirement has not been received, leave that field blank. Save & Close.
Receive a Requirement
Again, be aware of GOapply phases and processes, as certain phase type submissions will populate the Requirement Received date/time. To manually update the Requirement once it is received, open the record and walk through the business process flow. Enter a date in the Requirement Received field in the business process flow. This will auto-populate the Req. Received field.