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 the 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. Use grant notes and internal tracking fields in the Details tab
3. Track required due dates in your reporting schedule and team workflow

Dashboard Visibility

Upcoming deadlines appear on:

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

Notifications

Configure how you're reminded:

1. Review the Reporting Deadlines panel on the dashboard
2. Check upcoming due dates regularly
3. Use your team's calendar/reminder process for internal checkpoints

Completing Milestones

When you've met a deadline:

1. Publish or submit the report deliverable
2. Add notes to the grant record
3. Keep supporting files attached to the grant

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

How GrantLink supports this today

GrantLink helps by organizing QBO-backed allocations, budget lines, fund receipts, funding shares, documents, report outputs, and activity history. It supports audit preparation, but it does not replace funder guidance, accounting policy, or professional review.