---
schema_version: "1"
id: 6b81ac9880bda1ca200f8b3b39a01cc99adabbb1b9ec26dd2abade1b7f1009fc
title: Generate a Funding Award Summary (Beta)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npc_einstein_funding_award_summary.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npc_einstein_funding_award_summary.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c2c41ad68d89dadfe669f32fd7a3e4a143a04543a997fde36349d63b517f03da
description: Grantmaking program officers often use a funding award summary to determine the health of a specific grant. Officers use this information to decide how much engagement they need, whether they can make more funding disbursements, and whether they should provide future funding to the recipient. Gathering information to make these determinations is an arduous task. Use the Einstein Funding Award Summary to quickly identify if the grant is meeting its milestones and fulfilling its requirements.
products:
  - Nonprofit
release: "264"
---
# Generate a Funding Award Summary (Beta)

Grantmaking program officers often use a funding award summary to determine the health of a specific grant. Officers use this information to decide how much engagement they need, whether they can make more funding disbursements, and whether they should provide future funding to the recipient. Gathering information to make these determinations is an arduous task. Use the Einstein Funding Award Summary to quickly identify if the grant is meeting its milestones and fulfilling its requirements.

### 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="d4431e66">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4431e66 ">To use Einstein Generative AI:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4431e66 ">
              <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="d4431e66 ">To use Einstein Funding Award Summary:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4431e66 "> Grantmaking Manager </td>

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

1. From the Grantmaking app, open the funding award that you want to summarize.
2. To generate a summary of the program, click the button in the Einstein Funding Award Summary.
    
    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**.