Grant Management – Manage Grants in SharePoint

Efficiently track your grant obligations to ensure that needed reports are filed on time and funds received are spent effectively.

Is your organization the recipient of multiple grants from different funding organizations? Do you have trouble keeping track of how much money is left for each, when it needs to be spent, what reports have been submitted, or when each grant period starts and ends? The Grants Management Solution Accelerator helps organizations like yours easily manage multiple grants, staff assignments, budget information, and events and tasks across grants.

Read about our custom Grants Management solution for the Ohio Tobacco Prevention Foundation (OTPF)

Grants Management Solution Accelerator

The Grants Management Solution Accelerator lets you quickly set up and configure a SharePoint portal that allows you to:

Use management views that:
- Aggregate funding information from each grant so that, at a glance, you see the funding levels for each grant summarized to give you a clear picture of the total funding picture across all your grants.
- Aggregate information about events scheduled across all your grants and display them in a calendar so you can easily see what iss happening this week or this month.
- Aggregate other information such as issues, tasks and contacts so you can see everything in one easy-to-read view.
Access a subsite for each grant, where you store grant-specific information such as contacts, documents, tasks, issues, events and budget/expense information for that specific grant project. The information stored in the subsite is displayed in the management views described above. Security can be applied to the grant project site so that only the appropriate team members can add or edit information.
Push information out of the system via e-mail alerts so that your team is reminded when important tasks are due—before their due date.
Create a subsite for grant opportunities as you prepare the application to serve as a central, secure repository for your team. When the grant is awarded, your subsite already exists and is ready to use.

Features

The Master Site provides a management view of all your grants as well as pending grant opportunities.

A Subsite for each grant allows you to leverage SharePoint security to provide read-only or edit access to the appropriate user groups at the grant level.

Store all the documents related to a grant in one place, ensuring that every member of your team sees the most up-to-date information. Examples include:

Report templates from the grantor organization
Reports you have created and submitted
E-mails and other correspondence from the grantor
Marketing collateral from the grantor

Create and manage a Tasks List for grant specialists. E-mail alerts notify your team when tasks are coming due. Users with overdue tasks receive e-mail notifications every day.

Tasks, milestones and deliverables can be viewed using our color-coded Calendar Plus Web Part.

View management reports for individual grants as well as rolled-up views of all grants in the organization.

Documents and information access can be secured through SharePoint user permissions.

The Grants Management Solution Accelerator can be further extended by your IT staff or by Bamboo Solutions with solutions that can be customized to fit your business needs.