Grant Management System template

TracyBe

I watched a webinar from Smartsheet Angie demonstrating how Smartsheet can be used as a grant management system. Is this template available or is there someone who can assist in setting up similar to what was used in demo? I am particularly interested in the Portfolio reporting but am new to smartsheets and it's not clear from the video how to set up the reporting elements or steps necessary to create useful elements. TIA

https://youtu.be/2Y1MCFBOr-4?si=ZGiVlXI2lWbZx6kz

TracyBe

Thanks but I was looking for Smartsheet staff for assistance.

Genevieve P.

Hi @TracyBe

From the image that shows the "structure of the solution", it seems this solution is using Smartsheet Control Center, which would be an add additional purchase on top of your Smartsheet plan. See: https://www.smartsheet.com/marketplace/premium-apps/control-center

It looks to be quite a complex solution, so I would recommend getting in touch with a Smartsheet consultant if you need help building it out and want to talk to Smartsheet staff.

There are simple templates in the Solution Center that you can use as a starting point that only use the core Smartsheet application (no add-ons needed).

Here are some examples:
Grant Fulfillment Tracking
Grant Application Plan
Project Portfolio
Benefits Tracking
Project Schedule Management

…and more!

Cheers,
Genevieve