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Help Page Content

Change Overall Form Package

From the Multi-Project Package tab of the Manage Opportunity page, Grantors with the Manage Packages role can click the Modify link on the application package. This will take you to the Existing Multi-Project Package page, where you can make any necessary changes to the package or sub-application(s).

Informative status

Note: If you change the template associated with a published application package and an applicant submits an application that has the old template in it, then the application will be rejected.

How to Change the Template for the Overall Package

  1. On the Existing Multi-Project Package page, click the Modify link under the Actions column of the Overall Form Package Details table.

  2. Modify the Label field, if necessary.

  3. Select the Choose a New Template radio button.

  4. Enter search criteria and click the Search button to locate available package templates for your agency.

  5. Click the Select radio button under the Actions column to choose a different template.

  6. Click the Save button to select the template and return to the Existing Multi-Project Package page. Click the Cancel button if you do not wish to choose a different template.    

  7. The Send Change Notifications via email checkbox is automatically selected. Applicants who have subscribed to be notified of modifications for this package will receive an email. If you do not want to send a change notification, deselect the checkbox.

  8. You are required to enter a description of your changes in the Package Modification Comments box.

  9. Click the Publish button.

  10. This will take you to the Package Publication Verification page. This is a read-only page to verify your modifications.

  11. To view the application instructions, click the View link in the Application Instructions field. The page will also display the package modification comments.

  12. If you do not want to save the changes you made to the opportunity, click the Cancel button. You will be returned to the Manage Opportunities page and the changes will not be saved.

  13. If you need to make more changes, click the Edit button and you will be returned to the Existing Multi-Project Package page.

  14. If you are satisfied with the changes you made to the opportunity, click the Publish button.

  15. When you have successfully modified your package you will be directed to the Multi-Project Package Publication Success page. Click the Continue button to return to the Multi-Project Package tab of the Manage Opportunity page.