Grant Management Overview
The grant management system helps you track grant applications from initial submission through final reporting and payment disbursement.
Creating Grant Records
- Navigate to Grants section
- Click "Add Grant"
- Enter grant details including funder, amount, and purpose
- Set application and reporting deadlines
- Add relevant tags and categories
Tracking Grant Deadlines
Stay on top of important dates:
- Application submission deadlines
- Progress report due dates
- Final report requirements
- Award announcement dates
- Project completion deadlines
Recording Grant Payments
Track payment disbursements:
- Initial award payments
- Milestone-based disbursements
- Reimbursement payments
- Payment dates and amounts
- Remaining balance tracking
Grant Pipeline Reporting
Analyze your grant portfolio:
- View grants by status (applied, awarded, rejected)
- Track total funding amounts by stage
- Monitor application success rates
- Identify upcoming deadlines
- Generate funder relationship reports
Adding Notes and Activities
Document grant-related activities:
- Meeting notes with funders
- Application progress updates
- Site visit summaries
- Compliance documentation
- Relationship management notes
Upcoming Deadlines Dashboard
Never miss important dates with the deadline dashboard that shows:
- Deadlines in the next 30 days
- Overdue items requiring attention
- Completed milestones
- Priority rankings for urgent items