Active Grants
Click any grant to view details — contact your Grants Associate to update information
| Grant | Health | Financial | Projections | Programmatic | Notes | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Grant Name | Term | Status | Trend | Total Award | Total Spent | Remaining | % Spent vs Time | Mo. | Mo. Projected | Proj. Total | Proj. Remain | Goal | Cases | Proj. Cases | Notes |
← Select a staff member to view assignments
Spending Trend cumulative spend by imported month/period
Grant Burn Rate % of award spent · color = budget health
Cases: Actual vs Goal CY + PY vs annual goal
Staff per Grant primary + secondary
Portfolio by Funder award share
| Date / Time | Type | By | Subject | Change |
|---|
How it works: Click "Send Digest Now" to send yourself an email summary of all urgent items — overdue commitments, reports due, grants expiring, over-budget grants. Uses your Gmail account directly.
Alert Thresholds
Preview — Current Alert Items
Click Send Digest Now to preview and send.
Portfolio Reports
Portfolio Summary
Full snapshot of all grants — financials, grades, case numbers, staff. Print-ready PDF.
Board One-Pager
Executive summary for board meetings — portfolio health, risks, cases served, upcoming deadlines.
Staff Allocation
All staff, grant assignments, time allocation percentages. Good for HR and audits.
Commitments & Pledged Purchases
Every commitment across all grants — funder, qty, budgeted & spent, due & completion dates, and status.
Grant-Specific Reports
Select Grant:
Full Grant Detail
Budget lines, commitments, staff, notes, contacts.
Quarterly Report
Progress against goals for reporting period.
Annual Summary
Full year performance summary for annual reporting.
Expense Summary
Expense categories, totals, and budget utilization for submission.
Email
Weekly Grant Digest
Formatted summary of portfolio status, risks, and upcoming deadlines. Ready to copy or send via Gmail.
Quick questions:
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