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Grant tracking

Grant tracking software that is not a second system.

Grant tracking software should follow the award, not open as a second system. Grantis keeps outcomes, due dates, and closeout on the same grant record the program already defined.

The stall

Grant tracking software opened after the money is how dates get lost.

The program said one thing. The award file says another. The report has to invent a third.

Grant tracking software is often sold as a separate layer: a place to log progress after the money has gone out. That split is the stall. Three documents describe the same award, and none of them agree.

When dates live in a personal inbox, a new staff member cannot see what is next. Late work is a surprise in the week before the board packet, not a fact on the file.

The hold

Tracking is the award side of the program you already set.

In Grantis, tracking is Compliance and Outcome Tracking. Foundations set required outcomes and due dates for awardees, then monitor progress and completion. Those dates are the ones set when the program was created, now attached to a funded grant.

Tasks and reminders use the dates on the record. Documents sit with the same file. If you also need the report that comes out of this tracking, that is the document and reporting hub. Tracking feeds reporting. It should not be retyped into it.

  • Required outcomes on the award
  • Due dates carried from the program
  • Progress and completion through closeout
  • Reminders from award to closeout
  • Documents stored with the same file

Who it is for

For foundations that make awards and then have to watch them.

Program officers who currently keep that calendar in a personal inbox. Foundations that need outcomes, dates, and closeout visible to the team, not to one person.

It is not a product for a nonprofit to track every grant it received from every funder. The foundation that made the award owns the tracking in Grantis. If the stall is the packet, start with grant reporting. If it is the requirement layer, start with grant compliance.

Before you write us

Grant tracking software follows a funded award: outcomes, due dates, progress, and closeout. In Grantis that work sits on the same record as the program and the decision, so tracking is not a second system opened after the money went out.
From the due dates on the program and the award. Task, deadline, and workflow automation prompts the work. It does not take the foundation out of the decision.
A spreadsheet can list awards. It cannot carry the program due date onto the award, prompt the next task, and feed a report without a rebuild. Grant tracking software in Grantis is that carry-forward.
Tracking and compliance share the same record. Compliance is the requirement layer. Tracking is watching progress against it. The grant compliance page covers the requirement side.

If this is the stall you have, write us.

Tell us how you run programs today. We will show you where Grantis holds the file.