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Financial Reports

Grant Expenses Management Smartsheet Template Set

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.

 

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.

 

CHECK IT OUT FOR YOURSELF BY CLICKING ON THE GRANT 1 or 2 LINKS IN THE SMARTHSHEET DASHBOARD BELOW.

This is a pre-built Smartsheet solution to help manage grant expenses. This template set is made up of 5 individual grant templates that are automatically allocated from the Centralized Expense Sheet with a form that can be utilized from mobile phones to capture expenses and receipts on the go.

 

There is a Grant Program Overview Dashboard that gives you a big picture view of the status of all the Grants. This solution can be used as designed or customized to your organization with included instructions. This solution is designed to collect and measure expenses for 2023-2025 but can be extended.

 

Only a Smartsheet Business account is needed - no premium applications requiredIt will require you to have some knowledge of Smartsheet sheet interactions, cell links, formulas, and metric reporting.

 

This template set provides:

        • a centralized intake 

        • automated allocation to specific grants 

        • real-time visibility to budgets and expenses when submitted and allocated 

        • consistency across grants 

        • reduced human error 

        • easily identifiable duplications and overages 

        • manage repeatable operations at scale with individual grants and overall grant program               dashboards

        • instructions to use it, customize it, and add additional grant templates

We offer 3 levels of Smartsheet Grant Management to suit your needs:

  1. Template only - use as designed with instructions provided to customize yourself

  2. Assisted - pre-built Smartsheet solution + 2 hours of set-up

  3. Custom - pre-built Smartsheet solution + 10 hours of customization provided

Our Happy Clients

"I was lucky to have Melissa assigned as my Smartsheet consultant. After assessing our complex needs she came up with solutions that would work for us. She is sharp, quick, and incredibly focused on success. Her project management skills and leadership skills allowed us to establish a successful end project that exceeded our needs. Working with her is a pleasure and I hope to continue to work with her as our organization needs grow and change."

Kelly J., AbbVie HR Communications Assoc. Director

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