Programs & Grants

Plan programs and projects, manage donor funding from pipeline to close-out, and pass funds on to partners.

The three apps follow the money in order: a project is the work, a grant pays for it, and a subaward passes part of the grant to a partner. Read them in that order the first time. Before staff start, make sure each office has its Project and Grant approval policies (see the checklist).

Programs & Projects

Programs & Projects guide · Module: npo_programs

Programs, projects, implementation plans, partners, results and deliverables.

Menus: Overview · Programs · Projects · Implementation · Portfolio · Partners · Teams · Results & Deliverables · Documents · Reports · Configuration

Grants

Grants guide · Module: npo_funding

Donor pipeline, awards, donor and operating budgets, and donor records.

Menus: Overview · Pipeline · Awards · Donor & Operating Budgets · Management · Donors · Documents · Configuration

Subawards

Subawards guide · Module: npo_subaward

Solicit, award and monitor subgrants to implementing partners.

Menus: Overview · Solicitation · Subawards · Compliance · Documents · Configuration