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- NGO + Donor + Project Mgmt
- Process
- Review and award
Review and award
Record a reasoned case decision before entering award terms.
Step by step
-
Inspect request Funding Reviewer
Funding Reviewer reads the requested amount, restriction and case evidence.
- Read the requested amount, restriction and case evidence.
- Updates Funding cases, Programs, Record attachments
-
Decide case Funding Reviewer
Funding Reviewer records Approve, Reject or Return with a reason and source revision.
- Record Approve, Reject or Return with a reason and source revision.
- Updates Review decisions, Funding cases
ApprovalA person approves before the work moves on. -
Record award Funding Officer
Funding Officer enters award amount and date for the accepted case.
- Enter award amount and date for the accepted case.
- Updates Funding cases
Who does what
Roles and permissions- Funding Reviewer
- , Funding Officer.
- These people need a common case number and an agreed handoff point.
Set up NGO + Donor + Project Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.