---
schema_version: "1"
id: b1472b80f364340b808964e5311051c02c122232e963332d6c7a3740aa068c33
title: Generate a Board Version of a Grant Application (Beta)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npc_einstein_board_version_of_grant_application.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npc_einstein_board_version_of_grant_application.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5232c48ebfb00a588667da88776e356e74ce8c0e7abefc70437f96f8ca1242a6
description: Grant program officers provide their board members with a distilled version of the grant application that the board members can review for final approval. It can be time consuming to summarize a grant application that calls out the information that the board is most interested in. To save time by quickly generating a board version of the application, use the Einstein Board Version of Grant Application feature.
products:
  - Nonprofit
release: "264"
---
# Generate a Board Version of a Grant Application (Beta)

Grant program officers provide their board members with a distilled version of the grant application that the board members can review for final approval. It can be time consuming to summarize a grant application that calls out the information that the board is most interested in. To save time by quickly generating a board version of the application, use the Einstein Board Version of Grant Application feature.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Nonprofit Cloud or Education Cloud and the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d33486e66">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d33486e66 ">To use Einstein Generative AI:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d33486e66 ">
              <p>Context Service Admin</p>
              <p>AND</p>
              <p>Context Service
                Runtime</p>
              <p>AND</p>
              <p>CopilotSalesforceUserPSG permission set
                group</p>
              <p>AND</p>
              <p>Einstein Copilot for Salesforce
                Admin</p>
              <p>OR</p>
              <p>Einstein Copilot for Salesforce
                User</p>
              <p>AND</p>
              <p>Einstein for Service
                Innovations</p>
              <p>AND</p>
              <p>Prompt Template
                Manager</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Prompt Template User</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d33486e66 ">To use Einstein Board Version of Grant Application:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d33486e66 "> Grantmaking Manager </td>

          </tr>
        </tbody>
      </table>

1. From the Grantmaking app, open the individual application that you want to create a board version of.
2. To generate a summary of the program, click the button in the Einstein Board Version of Grant Application pane.
    
    Einstein analyzes your request and provides a summary result.
3. To copy the summary so that you can paste it into a document, click **Copy**.
4. To get a different version of the summary, click **Generate**.