Build a Deliverables feature for the Grant Content Kit

[cidarm]

OVERVIEW

As an Organization, I want to relate the Grant Deliverables for an existing Grant Application so that report OUT the progress of the work done/completed based on the Grant money.

ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

• Build a Deliverables feature for the Grant Content Kit
  • Campion or extension.
  • As an Organization, I want to relate the Grant Deliverables for an existing Grant Application so that report OUT the progress of the work done/completed based on the Grant money.
    * NPSP Organization - Check with Trailhead Non-profit group
    * NPC may have this feature
    • Sources can vary.
    • Upon submission/approval - There is a deliverable data requirement records created and related.
      • Mix of qualitative and quantitative data requirements for deliverables.
        • Consistencies can include number of clients and budgetary information

[cidarm]

Possible solution: Build a custom a solution to support Grant Deliverables.

Date Field
Rich Text field

We should conduct a data model exercise to confirm.

[juliehamara]

Re: Build a custom solution to support Grant Deliverables

Create a custom Grant Deliverables object

Option 1: provide rich text field that can be populated with deliverable expectations as outlined in Grant Application.

• Text can either be used as a reference, or users can manually update rich text with data as needed

Option 2: populate object with common fields related to deliverables, and allow users to add custom fields that correspond with other deliverables:

• Total Participant Engagements
• Total Unique Participants
• Total Costs Incurred

[cidarm]

Hi @juliehamara - @chrisVCH was able to put together a proof of concept. The solution is in the https://github.com/SFDO-Community/GrantGuides/tree/feature%2Ffeature201__custom-object-approach branch