Instrumentl aims to empower you with end-to-end grant management to streamline your grant tracking. Our Awards View allows you to easily manage awarded grants to ensure 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 on the Tracker, view statistics for awarded grants, and download an Awards Report.

Awards View is a feature available on our Standard Plan and above.

First, make sure to change an opportunity to an Awards Status to include it as an award.

Then when viewing your Tracker, you’ll be able to see all of your awarded grants in one place by clicking into the Awards tab.

The opportunities in this Awards View are organized by grant period, shown in a dropdown near the top of the view. If the grant period of an award falls within the selected year, the opportunity will appear.

The Tracker’s columns change slightly in the Awards tab, to show you the most vital information for those awarded grants.

For comparison, we can look at the Tracker columns when in the View All tab. Notice how the column titles are: Name, Owner, Deadline, Status, Amount, Next Task, and Notes.

When you toggle to the Awards tab, 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 Awards View will default to sort by Start of Grant Period, and you can change the sorting if you’d like by clicking on the Grant Period drop down.

These slight tweaks in the Awards View are intended to keep you better organized when managing awarded grants.

With Awards View, you’ll also see Award Statistics just above the Tracker.

Here you’ll see your total amount awarded and a breakdown of that awarded amount by funder type. Notice how you can choose to view this amount awarded by funder type by dollar amount, or by number or grants awarded.

You’ll also be able to quickly see your next report due with a countdown until the due date. Next to that, you’ll see the number of incomplete Tasks for the current month.

With our Awards Report, you can see all of your awarded grants in one concise portfolio.

When on the Tracker view, navigate to the Reports button near the top right.

Select Create Report for the Awards Report. You’ll then be prompted to select Projects, Statuses, Owner, and Date Range. Once finished, click Create report > Download CSV / Excel.

Then, a CSV / Excel file will download with all of your awarded grant information. This includes columns such as: Year, Project, Funder Name, Opportunity Name, Owner, Grant Period Dates, Status, Amount Awarded, Next Report Description and Deadline, Notes, Contact Information, etc.

To view our full offering of Instrumentl report types, click here.

The Awards View will give you a clean look at your funding and help ensure you are completing every step necessary for post-award management. Interested in Payments Tracking? Be sure to learn more here!

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