Grants
Awards, reports due, and budget lines at risk for donor money.
Where to find it: Left menu → Grants & Projects → Grants Dashboard
Step 1
Left menu → Grants & Projects → Grants Dashboard. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Open reports due first. Then lines that are overspent. Restricted cash is not general cash.
Step 3
Due reports should match Donor Reporting. Budget risk should match Grant Budgets.
Yes. Grants Dashboard 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.
No. Donors restrict spend. The grant file keeps that restriction.
