Teaming Up on a Federal Grant Application in Workspace

Every organization is going to approach Workspace a little differently when applying for a federal grant. Some applicants take advantage of’s system-to-system functionality. Others prefer to have a single person submitting grant applications. Most applicants, though, work with a team to apply for a grant.

Tricia, Nico and Lin apply for federal grants as a team using Workspace

The following scenario illustrates how a team of three applicants might work together to apply using Workspace.

The team & their roles:
  • Tricia has the AOR and Manage Workspace roles.
  • Nico has the Manage Workspace role.
  • Lin is a registered user, but she has no role assigned to her.
Here’s how the application process plays out for Tricia, Nico, and Lin:

1) Tricia is an AOR at a state government agency. She decides to use Workspace to apply for her next federal grant. After locating the funding opportunity in Search, she proceeds to create a workspace by clicking the appropriate link under the Package tab.

2) Tricia has two colleagues with whom she will collaborate: Nico, who has the Manage Workspace role, and Lin, who has no roles – although she is a registered user for their state agency. Tricia adds both as participants to the workspace.

3) Since Tricia created the workspace, she is automatically the Workspace Owner. But she wants to transfer ownership, as Nico and Lin will be handling the bulk of the work. Because Lin does not have the Manage Workspace role, she cannot be made the Workspace Owner. So Tricia must transfer ownership to Nico.

4) Over the course of several weeks, Nico and Lin complete the application forms. Nico prefers to use the online form functionality, and so he completes application forms within his web browser. Lin is old-school and prefers to do her work offline, filling in the PDF versions of the application forms. Both approaches are perfectly fine within a single workspace. Data entered into online forms will be synced to their PDF cousins; data entered into PDF forms will, upon their upload to the workspace, be synced with their online forms cousins.

5) When all of the forms have been completed and are in the “Passed” status, Nico clicks the Complete and Notify AOR button, closing the workspace to further edits. Tricia then receives an email saying that the application is ready for submission.

6) Tricia logs in and reviews Nico’s and Lin’s work. She notices that Nico made a small mistake when entering budget info into an online form. To correct this change, Tricia must first click the Reopen button on the Manage My Workspace page. After reopening the workspace, Tricia corrects the error, clicks the Save button, and then clicks the Check For Errors button. The form passes the error check and Tricia closes out, returning to the Manage My Workspace page.

7) Seeing that everything is in order, Tricia clicks the Submit button and waits for confirmation that the application has been processed by the system.

Does your workflow look different than this? Tell us how your organization uses Workspace: Share your workflow in the comment section below, or email us at

You can find out more about Workspace by clicking here or by watching the video below.

8 thoughts on “Teaming Up on a Federal Grant Application in Workspace

  1. How can a veteran get a individual grant to pay bills to fix final hardship ie car repairs repair credit issues and IRS overpayment (social security)


  2. Need a grant to catch up on some bills, pay off credit card bills and go back to school to start a new career. I am 64 years old and been unemployed for a little over a year. I am in dire need of some assistance.


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