Tracking Grant Milestones and Deadlines

Missing a deadline can jeopardize your grant. GrantLink helps you stay on top of important dates and deliverables.

Types of Deadlines

Reporting Deadlines

Regular reports you must submit:

• Financial reports - Expense summaries
• Progress reports - Narrative updates
• Final reports - End-of-grant comprehensive reports

Compliance Deadlines

Administrative requirements:

• Audit completion - When audits must be done
• Document submission - Policies, certifications
• Approval requests - Budget modifications, extensions

Program Milestones

Project-specific targets:

• Deliverables - Products, reports, outputs
• Outcomes - Measurable results
• Events - Conferences, trainings, launches

Setting Up Reporting Cycles

For regular reports:

1. Open the grant
2. Go to Details tab
3. Select the reporting cadence:
   • Monthly
   • Quarterly
   • Semi-annually
   • Annually
4. Set the quarter scheme (calendar year, fiscal year, grant year)
5. GrantLink automatically creates the schedule

Adding Custom Milestones

For one-off deadlines:

1. Open the grant
2. Go to the Milestones tab
3. Click Add Milestone
4. Enter:
   • Title
   • Due date
   • Description
   • Type (report, deliverable, other)
5. Save

Dashboard Visibility

Upcoming deadlines appear on:

• The main dashboard
• The grant detail page
• Email notifications (if enabled)

Notifications

Configure how you're reminded:

1. Go to dashboard Reporting Deadlines panel
2. Choose reminder timing:
   • 30 days before
   • 14 days before
   • 7 days before
   • Day of
3. Select notification method (email, in-app, both)

Completing Milestones

When you've met a deadline:

1. Open the milestone
2. Click Mark Complete
3. Add notes about what was submitted
4. Optionally attach documentation

Completed milestones are logged in the grant's history.

Best Practices

1. Enter deadlines immediately - When you receive the award
2. Build in buffer time - Set internal deadlines earlier than actual
3. Assign responsibility - Note who is responsible for each item
4. Review weekly - Check upcoming deadlines regularly
5. Document submissions - Keep proof of what was sent and when