Grant Management in Smartsheets

Shamika Naidu

Hello Community,

I am setting up a company's grants management system from scratch. I would like to know how others in the Smartsheet grant community have utilized the software to manage grant finances (budget drawdown, etc.) I don't see much in smartsheets on how to use it for grant purposes.

Thanks,

Shamika

Andrée Starå

Hi @Shamika Naidu

I hope you're well and safe!

Have a look at these template sets.

https://www.smartsheet.com/marketplace/template-set/grant-fulfillment-tracking-higher-ed

https://www.smartsheet.com/marketplace/template-set/grant-application-plan-higher-ed

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Shamika Naidu

Hi, I do know about these but its not helpful for my purposes. I'm trying to time track monthly grant budgets for personnel and I'm not sure how to go about this with the templates.

Bassam Khalil

Hi @Shamika Naidu 

Hope you are fine, Please add a copy of your sheet or a screenshot (after removing or replacing any sensitive information). This will make it easier for me to provide the appropriate answer to your question.

Melody Kellogg

I have a similar need. We receive federal grants, and part of the funds are sub-granted to other recipients. Hoping to create an application (via a Form, I presume) that populates a Sheet and can be approved, returned, etc. then moved to the appropriate budget tracking sheet... Has anyone attempted this?

Bassam Khalil

@Shamika Naidu & @Melody Kellogg

Hope you are fine, if you can call me to share some information and some sample sheets I will try to help you to create this application:

My Email: bassam.k@mobilproject.it

Andrée Starå

Hi @Melody Kellogg

I hope you're well and safe!

Have you explored the templates/template sets in the Solution Center?

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Mel McDonald

I know this OP is dated; however, we've come up with a Grant Budget Management template set that can be found here: https://www.smartsheet.com/marketplace/apps/grant-budget-management-system. It was originally built for Special Olympics, and they liked it so much, we generalized it and are making it available to all.

We can help customize it or use the instructions to tailor it to your needs. Contact The Smart PM for more information: https://thesmartpm.pro

Best,

Melissa McDonald

Jacqueline Morana

@Shamika Naidu

Do you mind share your template if you have found one? I am looking for exactly same thing.

Thank you,

Jacqueline Morana