Grant Budget Management System

By The Smart PM

Collect expenses and receipts from anywhere with a web or mobile form. Automate allocations to specific grants for review and real-time visibility. Easily highlight and flag problem areas. View your budgets in one place and navigate seamlessly between grants.

Streamline your process to collect and report on grant expenses

Gain control over your grants' budgets with a more effective tool than spreadsheets alone. Save hundreds of hours a year with workflows, real-time reporting, and reduced errors. Effortlessly identify spending issues and save money using a platform you already know.
Enable your team to submit expenses and receipts in minutes from their mobile phones. Easily take a photo or upload a file using a form.
The Centralized Expense Intake Sheet is the repository for all expenses. Workflows copy the expenses and attached receipts to the appropriate grants for further review.
This Smartsheet solution contains five grant template sets that consist of a Grant Expense Log and live dashboard. This is where expenses are managed at the line item level.
Monitor all grants' budgets in one place. The Grant Program Overview provides real-time insights, ability to bulk allocate expenses, and quickly visualize overspending.

How to get it:

Contact TSP for a free demo. We offer this template set with or without implementation services to help you customize the solution quickly. The Grant Budget Management System includes instructions to customize or expand to more grants yourself. A Smartsheet Business account is all you need to use this solution.