Instrumentl aims to empower you with the full grant lifecycle. Our Awards view lets you easily manage awarded grants, so you never miss a crucial step!

We're making it even easier to stay on top of your reporting deadlines and deliverables - you now have the ability to view all of your awarded grants in one place, review statistics of your awards, as well as download an Awards report.

First, make sure to change the status for all the grants you've won to Awarded - Active or Awarded - Closed.

To navigate to the Awards view of all your projects, select 'Awards' from the left nav.

Expanded left nav:

Collapsed left nav:

To see the Awards view for a particular project, select the desired project from the left nav...

...Once you're in one of the project views (Tracker, Calendar, Tracker or Matches), select Awards at the top of the screen to navigate to that project's Awards view.

The Awards view differs from the Tracker view in that opportunities are displayed if their grant period includes at least one of the selected fiscal years.

To adjust the fiscal years, open the 'Grants Active in' dropdown filter near the top of the Awards view. Next, select the fiscal year(s) you wish to include, then click Done.

The default fields or columns in the Awards view are a bit different from the Tracker view for the purpose of showing the most vital information for your awarded grants. The Tracker view includes only awarded opportunities with deadlines that fall within the selected fiscal year(s). The Awards view includes all awarded opportunities with grant periods overlapping the selected fiscal year(s). This difference in logic can lead to discrepancies in totals displayed between the two views.

For comparison, we can look at the default fields in the Tracker view. Notice how the column titles are: Name, Owner, Deadline, Status, Amount, Next Task, and Notes.

When you toggle to the Awards view, these column titles change slightly. Notice how the Deadline column is renamed to Grant Period, and the Next Task column is renamed to Next Report.

The opportunities in the Awards view are sorted by Grant Period (Start Date) as a default, though you can choose to sort by Grant Period End Date. Other sortable fields include Name (Funder or Grant), Amount (Awarded) and Next Report (Due Date).

Just like with the Tracker view, you may drag to reorder the columns:

As well as Edit Columns to add or remove both Instrumentl fields and custom fields.

In the Awards view, you’ll also see award statistics just above the list of grants won.

The stats will adjust to the selected fiscal years in the 'Grants Active in' filter.

Here you’ll see your Total Awarded dollar amount ($) and the number of awarded grants. These figures change depending on the fiscal years selected.

You can hover over the Payments stat bar for each listed award to see the % and $ amount received vs. the amount forthcoming from the funder.

The same goes for the Spenddown stat bar, which shows the $ and % amount spent vs. available.

Additionally, you can see a breakdown of your awards by Funder Types: Private, Corporate, Federal government, State/local government, etc. You can toggle between a view of $ Amount or # Count of awarded grants for each funder type.

There's a Next Report stat that shows the date of the next incomplete Report-type of Task (including those Past Due). You can click on the date to open up the Report Task in question.

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To the right is the Tasks stat, which shows the total number of incomplete tasks (of all types) this month.

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The Awards view will give you a clear view of your funding and help ensure you complete every step necessary for post-award management. Interested in more post-award tracking? Check out our payments tracking and spenddown tracking.

Reach out to our friendly Support team if you have any questions about the Awards View. Message us when you're logged in, or email us at hello@instrumentl.com.