Photorealistic illustration of a calendar and folders used to track grant outcomes.

Grant tracking

Grant tracking software for foundations

After the award, the work is watching what was promised. Grantis keeps outcomes, due dates, and closeout on the same grant record.

Tracking is the award side of the program

Grant tracking software is often sold as a separate layer: a place to log progress after the money has gone out. That split is how dates get lost. The program said one thing. The award file says another. The report has to invent a third.

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. The awardee sees what the foundation invited them to see. They do not get a separate tracker.

What you can see

Progress against the outcomes you named. Completion against the dates you set. What is late, and what is closed. The Foundation Operations Health Score also reads compliance completion and reporting timeliness, so a slow cycle has a place to point.

  • 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

A grant compliance and tracking platform, not a side list

Tasks and deadlines are attached to the grant. Reminders use the dates on the record. When a new staff member picks up a cycle, they do not have to inherit someone else’s inbox to know what is next.

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.

Who grant tracking software is for

Foundations that make awards and then have to watch what was promised: outcomes, dates, and closeout. Program officers who currently keep that calendar in a personal inbox.

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.

What you do not rebuild

You do not rebuild the program to track the award. You do not rebuild the award to produce the report. Those are the same file at three stages. That is the difference between grant tracking software and a new tracker opened after the money went out.

Questions

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.
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.

Related

Grants management

What grants management is, and how Grantis works as a grants management system for foundations.

Grant compliance

Required outcomes, completion, and a grant compliance platform that stays on the same record.

Grant reporting

Produce funder-specific reports from the file you already keep. Grant reporting software, not a second export.

Grant review

Assign reviewers, set a scoring rubric, and take the file to a decision without a side spreadsheet.

If this is how your foundation works, contact us

Tell us how you run programs today. We will show you where Grantis fits.