Report on a grant and renew it

Once a grant is awarded the work is only starting. Tormano tracks the reporting cycle and makes the next one easy to set up.

Reporting cycle

The grant’s Reports tab lists every report the funder wants, with its type, due date, status, and the date you submitted it. Add reports as the funder’s schedule requires. Each one has:

• Report type: interim, annual, final, financial, narrative, or one you name yourself.
• Status: Draft, In Progress, Submitted, Accepted, or Revision Needed.
• Due date and submitted date.
• Program outcomes, where you record the results the funder asked to see.

Milestones

The Milestones tab tracks the smaller deadlines inside a grant, such as submitting the second-quarter interim report. Each has a due date and a status: Not Started, In Progress, Completed, Overdue, or Canceled. Milestones drive the notifications described in Keep on top of grant deadlines.

Renewing a grant

To go back to the same funder, open the grant and click Duplicate. Tormano copies the grant along with its milestones and checklist, with progress reset, so you update the amounts and dates instead of starting from scratch. You can also record the expected renewal date on the grant for your own tracking.