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- NGO + Donor + Project Mgmt
- Who it's for
- Grant-funded programs
Grant-funded programs
A program team can follow requested and awarded amounts on the same funding case. The restriction, receipt events and allocations give Finance Officer and reviewers a common record for use decisions. The case owner can hand the same record to a reviewer without rebuilding the history in a separate file.
How NGO + Donor + Project Mgmt is set up for you
Program context
Programs carry an organization, contact and eligibility note. Check those details before the case is submitted.
Funding decision
Funding cases hold the request, due date, award and restriction. review decisions hold the reviewer, source revision and reason.
Confirmed money
Fund events distinguish pledges from provider-backed receipts. Finance Officer reads the receipt before proposing restricted use.
Restricted use
Restricted allocations connect the proposed amount to the funding case and organization. The reviewer compares the proposal with eligible receipt balance.
Evidence and outcomes
Record attachments retain supporting files and visibility. operation receipts show whether a funds action completed, failed or needs review.
A program team can follow requested and awarded amounts on the same funding case. The restriction, receipt events and allocations give Finance Officer and reviewers a common record for use decisions. The case owner can hand the same record to a reviewer without rebuilding the history in a separate file.
Choose a funded program with a real award condition. Enter the funding case, attach the supporting document and test an allocation that is within the confirmed receipt balance. Let the Funding Reviewer explain the decision from the case history, and let Finance Officer explain which receipt supports the allocation. Review the same example after a correction so earlier reasons and references remain available.
For a pilot, make the reviewer open the case, its receipt event and its allocation in that order. The reviewer should be able to name the owner, identify the confirmed amount and explain the restriction before approving use. Ask Finance Officer to inspect any failed operation on the same case so the team agrees how to reconcile an uncertain provider result. Keep the program contact available when a funding term needs clarification.
Features to start with
Roles on the team
- Admin
- Admin maintains organization setup, access and correction procedures.
- Funding Officer
- Funding Officer owns requests and keeps case details current.
- Program Lead
- Program Lead maintains program eligibility context and reviews proposed use.
- Finance Officer
- Finance Officer records confirmed money and reconciles restricted balances.
- Funding Reviewer
- Funding Reviewer records decisions on funding cases with a reason.
- Allocation Reviewer
- Allocation Reviewer decides restricted allocations against available confirmed receipts.
Set up NGO + Donor + Project Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.