Track Grants from Prospect to Award
Goal: Keep every grant your affiliate is chasing or spending in one place — where it stands, what it is worth, and what is due next — so nothing slips between the spreadsheet and the funder's portal.
Fund Projects from a Grant
Goal: Show what each grant is paying for — which construction projects it funds and how much of each budget line is planned against it — so a shared line, a spent-out award and an over-committed project are all visible before the funder asks.
Attach Documents and Track the Checklist
Goal: Keep the grant's paperwork — the application, the award letter, the approved budget, reports and correspondence — with the grant, and know at a glance which of the funder's required documents are verified and which are still open.
Track Funder Reports
Keep every report a funder expects on one calendar, mark each one as it goes out, and let the deadline queue tell you what is due.
Record Grant Payments
Record each drawdown or installment as it arrives, link the donations that already hold the cash, and watch Received against the award.
Track Grant Spend
Record and post the costs a grant pays for, watch Spent and Remaining move on the grant, and correct a mistake with a reversal.
Claim Reimbursements
Assemble a claim from the costs you have paid, submit it to the funder, record the payment when it lands, and keep a dollar from ever being claimed twice.
Evidence and Packets
Attach the invoice and the proof of payment to every cost, keep a person's details out of what leaves the building, and hand a reviewer the packet or the box of originals in one click.
Plan Grant Spend
Forecast what each grant will spend month by month, see where the posted costs are landing against the plan, and catch a grant that is going to leave money on the table while there is still time to change course.
Keep a Task List on a Grant
Track the deliverables, to-dos and reminders your team owes on each grant, assign them to teammates with grant access, and get them by email and in your Action Items.