Getting Started
February 5, 2026
1 min read

Current Grant Detail Navigation

Quick reference for current grant tabs, including Allocations, Budget, Funding Shares, Details, Indirect Costs, Reports, and Activity.

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Bring this workflow into GrantLink to keep grant accounting tidy.

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GrantLink's grant page uses tabs. Open a grant and use this map when following workflow docs.

  • Overview: award summary, budget used, remaining amount, funding share summary, burndown chart, status timeline, and fund receipts
  • Allocations: transactions allocated to the grant, budget-line assignment, and funding share fields
  • Budget: grant budget lines, budget categories, budgeted amounts, spent amounts, and remaining amounts
  • Funding Shares: match, cost share, in-kind, program income, other local share, requirements, contributions, and exceptions
  • Details: grant metadata, period, award amount, reporting cadence, notes, documents, report password, Excel templates, funder, QBO link, writeback switch, and programs
  • Indirect Costs: indirect cost settings, calculations, run history, and posting workflow where enabled
  • Reports: create reports and review draft or published reports
  • Activity: audit trail of grant changes

Use the status badge near the top of the grant to move through lifecycle states such as Awarded, Active, Closeout, and Closed.

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Track grants, automate reporting, and stay audit-ready in one place.

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