Quick start
Getting Started with GrantableHQ
Set up your workspace, create your first funder and grant, and understand where requirements, documents, reimbursements, and audit packages live.
Watch the workflow
A short demonstration using fictional data in the GrantableHQ V2 workspace.
What you will accomplish
A working GrantableHQ workspace with the first grant record ready for tracking.
Step-by-step guide
Step 1
Create or open your workspace
After signing in, confirm that the workspace name and organization type are correct. The workspace is the tenant boundary for funders, grants, requirements, documents, reimbursements, audit logs, and users.
Step 2
Add your first funder
Go to Funders and add the funding agency, foundation, municipality, or other grantor. Include contact details, portal links, relationship notes, and any helpful CRM context.
Step 3
Add the grant award
Create the grant record with award amount, period start and end dates, status, public/private classification, and federal details such as FAIN, ALN/CFDA, UEI, and SEFA flags when they apply.
Step 4
Create core requirements
Add normal reporting, reimbursement, audit, closeout, and special award requirements. Use due dates, recurrence, risk, owner, reviewer, and evidence settings to make the grant actionable.
Step 5
Upload the first evidence file
Upload the award document or another key grant file and link it to the grant or requirement. This creates a starting point for audit package support.