Instrumentl is committed to keep your grants prospecting & tracking organized. End-to-end, our platform optimizes your grant management success through projects.

Each of our plans comes with a certain number of projects. When you choose a plan, you'll certainly want to know what a project is to gauge how your organization will benefit, and how many total projects makes sense for your particular grant management needs.

If you're already familiar with projects, check out our comprehensive walkthrough to learn how to perfect your project setup.

An Instrumentl project is akin to a dedicated “saved search": Each project is like a "workspace" with two main components: a saved search & your saved grants. Projects typically map to ongoing program areas at an organization.

Based on the various criteria you specify for a given project, our platform will continuously smart match you to good fit grant opportunities for your fundraising goals. When you alter your "search", you'll find that the "search results" of grant matches will update accordingly.

In this way, you'll be able to streamline grant prospecting by tailoring your matches and organizing your grants across separate project trackers.

There are two types of projects on Instrumentl - a Matches & Tracking project, and a Tracking-Only project. You can choose which type of project you'd prefer when you create or edit a project:

A Matches & Tracking project will provide you with both a tracker and funding opportunity matches. You'd select this type of project if you are seeking out new funding opportunities.

A Tracking-Only project will just provide you with a grant tracker. You'd select this type of project if you are just looking to track grants and not seek out new funding opportunities. You might consider a tracking-only project to organize grants if you're uploading your own historical and current grants opportunities.

For nonprofit organizations with distinct program areas, we highly recommend mapping projects on Instrumentl to the different programs areas at your organization. On the other hand, if you have a main program area at your organization, or your program areas are quite similar, then having fewer projects on Instrumentl might be sufficient.

For academic researchers, a “project” on Instrumentl could correspond to an actual research project you may be working on.

However, if you don’t have a specific project in mind or would like to conduct a search across a blanket topic area, you can also put in information that is as broad as you'd like. Note that this will result in a large amount of matches to scope out as you wish, but they won't all necessarily be the optimally tailored fit.

As time goes on, you can continue to add, remove, or edit projects (based on your plan's project limit) to meet changing needs. Even the tiniest adjustments to your projects can match you to more good fit grants than ever before!

Now that you understand how Instrumentl projects function at a high level, start creating your own with our guide to project setup!

Reach out to our friendly support team if you have any questions about projects! Message us via the chat bubble when you're logged in, or email us at hello@instrumentl.com.