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Financial Reports

Smartsheet
Grant Management
Template Set

Do you need help managing your grants? The Smartsheet Grant Management Template Set is designed to help you track expenses for specific grants and identify missing information. 

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  • 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 grant budgets with a more effective tool than spreadsheets alone. Your organization will save hundreds of hours with workflows, real-time reporting, and reduced errors. This system will help effortlessly identify spending issues and save money. 

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Schedule your free 30-minute Grant Management Template Demo today or check out our recent interview showcasing this solution! 

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This pre-built Smartsheet solution helps manage grant expenses.

 

This template set includes 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.

Grant Management Template Expense Summary
Grant Management Template Unallocated Expenses

​The Grant Program Overview Dashboard provides a big-picture status of all your organization's grants.

 

This solution can be used as designed or customized to your organization with included instructions. It is currently designed to collect and measure expenses for 2023-2025 but the period can be modified. 

Grant Management Template Spending Report
Only a Smartsheet Business account is needed! No premium applications are required. 

It will require you to have some knowledge of Smartsheet sheet interactions, cell links, formulas, and metric reporting.

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If you are ready to learn more, book a free 30-minute demo. 

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​Benefits of the Smartsheet Grant Management Template Set

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        • Centralized intake 

        • Automated allocation to specific grants 

        • Real-time visibility

        • Consistency across grants 

        • Reduced human error 

        • Easily identifiable duplications and overages 

        • Manage repeatable operations for individual and multiple grants 

        • Instructions to use, customize, and add additional grant templates â€‹â€‹â€‹

Grant Management Template Solutions 

The Smart PM wants to help make your grant management process easier by consolidating everything in one place. By utilizing the SmartSheet Grant Management Template your team will save time and money. 

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We offer three solutions to suit your organization's needs. ​

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Grant Management Template Set

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Get your own copy of the Grant Management Template and use it as-is or customize it further with the included solution documentation. You will be directed to set-up a quick session to transfer the solution to your account upon payment. 

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Get the template!

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Template Price: $49.97

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Quick Start

Setup

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Purchase the Smartsheet Grant Management Template and 2 hours of The Smart PM's time to help with your organization's implementation strategy. 

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You will receive two 1-hour sessions. Book your first hour when you purchase the template.

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Price: $329.97

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Complete Setup & Training 

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Purchase the Smartsheet Grant Management Template and 10 hours of The Smart PM's time to handle setup, customization, optimization, and training. ​

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You will receive ten hours to be used as needed. Book your first hour when you purchase the template.

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Price: $1,499.97

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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