Questions, answered

Click Get started, then use Proto to configure Grant Management Platform for your business. Start with one organization, one active program, a named case owner and reviewer, and one application that can be followed through a decision.

A funding case connects the organization, program, owner, amount and due date. Applications, review decisions, fund events, attachments and operation receipts link to that case.

The owner submits the application. A reviewer reads its case and evidence, then records Approve, Reject or Return with a reason and the case revision considered.

No. The award is recorded on the case. A receipt is a dated funding event with its own amount and, when available, provider reference.

The review decision retains its reviewer, decision time, reason and source revision. Keep team member identity and access rules current so this history stays useful.

Attach them to the parent case with an evidence type and Internal or Shared visibility. Agree who can see each visibility level before opening access to the team.

Operations staff can inspect the operation receipt, failure reason, expected revision and case. The reviewer should decide the next step when executed scope is involved.

Yes. Each is a separate dated fund event linked to the case, with amount and relevant external reference.

Start with the source that confirms receipts and the source for case documents. Agree how references enter the record and how Finance Officer reconciles them.