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Duplicate a round

Copy an existing grant round into a new draft, with its settings, invitees and landing page, and optionally its assessment rounds and letter choices, but none of its applications.

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Duplicating a grant round is the quickest way to run the same round again. Grant is your organisation's own term if you've renamed it.

Duplicate a round

  1. Go to Plan > Grants.
  2. Open the actions menu on the round you want to copy, or open the round, and select Duplicate.
  3. Choose what else to copy. Both options start unticked:
    • Include assessment rounds copies each of the round's assessment rounds as a Draft. You need permission to create assessment rounds, and assessment rounds must be turned on for your organisation; otherwise the option cannot be ticked and says why.
    • Include letter choices copies the round's Offer letter and Decline letter.
  4. Select Duplicate. The copy's set-up opens as a new Draft. Change its title and dates, then work through the steps and publish it. See Create a grant round.

Any round can be duplicated, whatever its status, archived rounds included.

What is copied

  • The round's details and settings, its funding type and Currency fields.
  • For a private grant, its invited applicants and its invitation email content. The copy has not sent any invitations yet.
  • A new copy of its landing page, with a new link.
  • With Include assessment rounds: each assessment round, as a Draft with the same assessment template, conflict of interest settings, decision workflow and blind review settings. Its dates, assessors, assignments and assessments are not copied. A single assessment's round is not copied.
  • With Include letter choices: the Offer letter and Decline letter.

What is not copied

  • Applications, and anything attached to them.
  • Internal comments and exports.
  • Stage links and selections. A copy of a stage is an ordinary round.

The round you copied from is not changed.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.