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- Grant Management Platform
- Process
- Intake and submission
Intake and submission
Turn a program request into a case and linked application that a reviewer can inspect.
Step by step
-
Choose program Program Manager
Confirm organization and eligibility context.
- Confirm organization and eligibility context.
- Updates Programs, Organizations
-
Prepare case Case Owner
Record owner, requested amount and due date.
- Record owner, requested amount and due date.
- Updates Funding cases, Team members
-
Attach evidence Case Owner
Keep supporting files on the case.
- Keep supporting files on the case.
- Updates Record attachments, Funding cases
-
Submit application Case Owner
Move the application and case to Submitted.
- Move the application and case to Submitted.
- Updates Grant applications, Funding cases
Who does what
Roles and permissions- Program Manager
- , Case Owner.
Set up Grant Management Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.