Grant setup
How to Add a Grant and Track Requirements
Create a complete grant setup with funder, award details, recurring requirements, special requirements, risk levels, and evidence expectations.
Watch the workflow
A short demonstration using fictional data in the GrantableHQ V2 workspace.
What you will accomplish
A grant record with trackable obligations and due dates.
Step-by-step guide
Step 1
Start with funder and award basics
Select the funder, enter the grant name, choose public or private, add the award amount, and set the grant period. These fields power grant list totals, remaining award views, reports, and audit summaries.
Step 2
Capture federal award identifiers
For public awards, add FAIN or federal award ID, ALN/CFDA, UEI, federal agency, pass-through entity, and SEFA applicability. These details help standardize audit package summaries.
Step 3
Record special award conditions
Use the special requirements and compliance flags for Davis-Bacon, BABA, Section 3, environmental review, procurement rules, closeout dates, and retention expectations.
Step 4
Add normal recurring requirements
Create reporting, reimbursement, audit, monitoring, and closeout requirements with due dates and recurrence. When a grant is closed, future-facing reporting can be stopped as part of closeout workflow.
Step 5
Assign ownership and review needs
Set owners, reviewers, priority, risk level, evidence required, and approval required so the requirement matrix becomes a working task list instead of a static register.