Edit, Archive, and Delete Grants

Edit a Grant

Select Edit grant to reopen the wizard with the grant's current values. Renaming a grant also renames it on every entry and batch entry that references it, so existing records stay linked.

Archive and Restore

Archiving removes a grant from the entry dropdowns without touching anything else. Its entries, totals, schedule assignments, and context all stay exactly as they are, and the grant moves to the Archived & ended section.

Restore a grant from the same menu. It becomes selectable if it has not ended more than seven days ago.

Archive is the right choice when a grant is finished and you simply do not want anyone tagging new spending to it.

Delete a Grant

Deleting is permanent. It removes the grant's schedule assignments, uploaded context documents, and AI brief.

Entries that referenced the grant keep the grant name as plain text, but are no longer linked to a defined grant. They will show the amber Not active flag in the grant dropdown, and they drop out of that grant's spend totals because the grant no longer exists.

The confirmation dialog tells you how many entries are affected before you commit. If you only want the grant out of the dropdowns, archive it instead.