---
schema_version: "1"
id: 17ad2da987a8a9dd3d46d1ee02452dbec9d09d82c488024d736e844d83d7ce87
title: Post Installation Tasks
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/gm_post_install.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.gm_post_install.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: beabd38f1b74d20e27695bd517d6d1fa9634085e000e141a38b191c235fea53b
description: If you installed Grants Management and aren't familiar with the new metadata, we recommend taking time after installing to review.
products:
  - Nonprofit
release: "264"
---
# Post Installation Tasks

If you installed Grants Management and aren't familiar with the new metadata, we recommend taking time after installing to review.

- The custom objects—Funding Programs, Funding Requests, Funding Request Roles, Requirements, Reviews Disbursements—to ensure they meet the needs of your organization. For example, your organization can add an additional field for notes on the Disbursements object.
- The picklist values within the new custom objects. You can change the values that don't quite align with your organization. For example, your organization can configure the Population Served field on the Funding Request object. It’s simple to update, add, or remove values. See [Add or Edit Picklist Values](https://help.salesforce.com/articleview?id=updating_picklists.htm&type=5) in Salesforce Help for more information.
- The page layouts for the new custom objects. Some fields may need to be added or removed based on your organization and its users. See [Page Layouts](https://help.salesforce.com/articleview?id=customize_layout.htm&type=5) in Salesforce Help for more information.

- **[Assign the Requirement Compact Page Layout](https://help.salesforce.com/s/articleView?id=sfdo.gm_post_install.htm&release=264.0.0&type=5)**  
    The Requirement Compact Layout is included to provide a simplified view of Requirement records and used in various locations in Grants Management.
- **[Assign the Grants Management Requirement Layout](https://help.salesforce.com/s/articleView?id=sfdo.gm_post_install.htm&release=264.0.0&type=5)**  
    The Grants Management Requirement Layout includes the Is Add Files Visible? field on the Requirement. When a grantmaker creates a Requirement and selects Is Add Files Visible?, a grantseeker is able to upload attachments to their assigned Requirement.
- **[Assign the Grants Management Review Layout](https://help.salesforce.com/s/articleView?id=sfdo.gm_post_install.htm&release=264.0.0&type=5)**  
    The Grants Management Review Layout is streamlined for the Review Workspace.

## Assign the Requirement Compact Page Layout

The Requirement Compact Layout is included to provide a simplified view of Requirement records and used in various locations in Grants Management.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/setup.png), and then click **Setup**.
2. Click **Object Manager**.
3. Click **Requirements**.
4. Click **Compact Layouts**.
5. Select **Requirement Compact Layout** as the Primary Compact Layout.
6. Save your work.

## Assign the Grants Management Requirement Layout

The Grants Management Requirement Layout includes the Is Add Files Visible? field on the Requirement. When a grantmaker creates a Requirement and selects Is Add Files Visible?, a grantseeker is able to upload attachments to their assigned Requirement.

1. Click ![Setup icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/setup.png), then click **Setup**.
2. Click **Object Manager**.
3. Click **Requirement**.
4. Click **Page Layouts**.
5. Click **Page Layout Assignment**.
6. Click **Edit Assignment**.
7. Select the profiles to assign the Grants Management Requirement Layout to. Profiles assigned will have the Is Add Files Visible? field available on a Requirement, which a grantmaker can select to allow a grantseeker or grantee to upload attachments to an assigned Requirement.
8. From Page Layout to Use, select **Grants Management Requirement Layout**.
9. Save your work.

## Assign the Grants Management Review Layout

The Grants Management Review Layout is streamlined for the Review Workspace.

1. Click ![Setup icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/setup.png), then click **Setup**.
2. Click **Object Manager**.
3. Click **Review**.
4. Click **Page Layouts**.
5. Click **Page Layout Assignment**.
6. Click **Edit Assignment**.
7. Select profiles to assign the Grants Management Review Layout to.
8. From Page Layout To Use, select **Grants Management Review Layout**.
9. Save your work.