Instrumentl aims to empower you with the full grant lifecycle. 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 the grants you've won in one place, review statistics of your awards as well as download an Awards Report.

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

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

Now, when viewing one of your projects or All Projects, select the Awards tab at the top of your screen to get to the Awards View.

The Awards View differs from the Tracker in that opportunities are displayed if their Grant Period includes any of the selected Fiscal Years. To adjust the fiscal year filter, open the 'Grants Active in' dropdown menu near the top > select the fiscal year(s) you wish to include > click Done.

The default fields or columns in the Awards View are bit different from the Tracker for the purpose of showing the most vital information for your awarded grants.

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, 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 Grant Period Total dollar amount ($) and number of awarded grants.

You can also hover over the Spenddown percentage bar to see the exact amount ($) spent vs available to spend. You can do the same in the Payments stats: amount ($) expected vs received.

Additionally, you can see a breakdown of your awards by Funder Type: Private, Corporate, Federal government, Association/society and State/local government. Here, you can toggle between a view of dollar ($) amounts and number of awarded grants.

There's a Next Report stat where you can see the date of the upcoming incomplete Report Task (including those Past Due). You can click on the date to open up the Report Task in question. To the right, is the Tasks stat, which shows the total number of incomplete Tasks (of all types) this month.

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

When in the Tracker, Awards, Calendar or Tasks View, navigate to the Reports page near the top right.

Select the Awards Report.

The 'Create Report' page will pop up. Select the Project(s), Award Status(es), Owner(s) and Date Range. When ready, click Create report.

Lastly, click Download CSV / Excel.

An Awards Report CSV / Excel file will download with all of your awarded grant information. This includes columns such as: (Fiscal) Year, Project, Funder Name, Opportunity Name, Owner, Grant Period (start/end dates), Status, Amount Awarded/Spent/Remaining, Percentage Spent/Remaining, Spenddown Status, Last Transaction Date, Next Report Title/Description/Deadline, Notes, Funder Portal URL, Funder Notes, Contacts, custom fields, 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're completing every step necessary for post-award management. Interested in more post-award tracking? Check out our Payments Tracking and Budget Spenddown Tracking.

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.