Managing awards in the Grant Portfolio

Anything you move to Awarded gets a workspace in the Grant Portfolio, where post-award work lives.

Each workspace tracks award details, reporting deadlines with submitted dates, budget lines and spending, tasks, and uploaded documents.

The portfolio summary shows total awarded, total spent with the percentage used, remaining balance, and reports due soon. Individual cards include spend progress bars.

Your compliance health score is based on whether reports were submitted on or before their due dates, so remember to record the submitted date once a report goes out.

Use the search bar to find a grant quickly, and pin up to five grants to keep them at the top of the list.