Odoo Module · NGO & Nonprofit Solutions
Grants Management Module
A customized Odoo solution that centralizes the full lifecycle of funding requests — from initial registration to financial tracking — in a single, transparent system.
Contents
01 — What is the Grants Management Module?
The Grants Management Module is a customized solution built on Odoo to help organizations manage funding requests in a structured, transparent, and trackable way.
It centralizes the full lifecycle of grants — from initial request registration to funding and financial tracking — within a single system.
Designed for NGOs and nonprofits that need to manage multiple donors, projects, and funding streams without losing visibility or accountability.
02 — About the Grants Module
Create and manage funding requests
Easily create and manage funding requests with all relevant details in one place. Each request includes:
- Donor information
- Requested amount
- Linked project
- Submission details
- Supporting documentation
This ensures that every funding opportunity is clearly documented, organized, and ready for follow-up.
03 — Key Features
Real-time view of every request’s progress
The module provides a clear, real-time view of each request’s progress:
- Track statuses: Submitted, Under Review, Accepted, Rejected (with reason), Canceled
- Record rejection reasons for better future submissions
- Monitor incoming funds for accepted requests
Quick pipeline overview covers requests awaiting donor decisions, approved vs. rejected requests, and canceled requests.
This gives a complete picture of all funding activities at a glance.
Manage incoming funds within the request
Once a request is approved, users can manage incoming funds directly within the request. The module allows you to:
- Track incoming payments from donors
- Monitor funding progress
- Create payments directly from the request
This ensures that funding is not only approved but also actively followed through financially.
Fully integrated with Odoo’s accounting system
The module enables seamless financial tracking and accuracy. Users can:
- Generate payments directly from the funding request
- Access daily journal entries
- Ensure proper financial recording and traceability
This integration eliminates manual work and reduces the risk of errors while maintaining full financial visibility.
Every request linked directly to a project
Each funding request is directly linked to a project within Odoo. This allows users to:
- Access full project details from inside the request
- Ensure alignment between funding and implementation
- Maintain visibility across both operational and financial aspects
This connection strengthens coordination between program and finance teams.
04 — Benefits
Centralized grant management
All funding requests, statuses, and financials in one place — no more scattered spreadsheets.
Clear visibility over all funding requests
Full pipeline overview from draft to accepted, with rejection reasons recorded.
Better decision-making through real-time insights
Live status tracking and payment monitoring help teams act faster and smarter.
Strong integration between projects and finance
Linking requests to Odoo projects keeps program and finance teams aligned.
Reduced manual work and improved efficiency
Automated journal entries and built-in accounting cut errors and save time.
Developed by Simula Lab Ltd · 2026
