Videos

Workflows

  • Customizable Workflows: Incorporate your foundation’s business process into the system.
  • Tracking by Grant Status: Retrieve grant information and status.
  • Tracking by Cycles: Track by program cycle or board meeting date.
  • Tracking by Categories: Track by categories, such as geographic or population-based codes.
  • Custom Categories: Define custom categorization codes for tracking and reporting.
  • Updating Grant Information: Update grant information like project names or codes throughout the process.