Grant Management

Start and configure

• The full grant lifecycle in BetterUnite
• Grant Center overview
• Grant details
• Setting up your Pipeline Stages
• Notes on a grant
• Moving your grants onto stages
• Programs
• Grant Center permissions and access
• Import grants from a CSV file
• Double The Donation - Grants

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Pipeline and applications

• Working with the pipeline
• The Answer Library

Team and Deadlines

• The grant team
• Requirements and the grant schedule
• Milestones and deadlines
• The Work Queue
• Next actions
• Deadline reminders
• Recurring requirements
• Sorting your existing milestones

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Award money

• Award Terms and compliance
• Payment schedules
• Expected Income and cash flow
• Grant payments received

Budget and spending

• Set up budget categories and periods
• Build and maintain a grant budget
• Import QuickBooks Expenses
• Budget and spending
• Record, allocate, and document grant expenses
• Import grant spending from an accounting export
• Resolve unallocated spending and review spend-down

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Results and closeout

• Outcome measures and results
• Closing out and renewing a grant

Reporting and administration

• Grant Center reports and dashboards
• Grant documents
• Grant history