Grants
Spend only against approved budget lines. Overspend is a compliance event, not a rounding error.
Where to find it: Left menu → Grants & Projects → Grant Budgets & Compliance
Step 1
Left menu → Grants & Projects → Grant Budgets & Compliance. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Load the donor budget lines. Check actuals. Request a revision if the donor allows — before you overspend.
Step 3
Dashboard risk lines should match. Payments off-line should be blocked or flagged.
Yes. Grant Budgets & Compliance is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Only if the award allows. Record the variation on the file.
