Solutions for NGOs
Grants Management Module
The Grants Management Module is a specialized solution built for Odoo Community Edition that helps donors manage the entire grants lifecycle. It centralizes grants, applications, approvals, payments, and financial tracking in one transparent and fully traceable system.
Key Features
Grants Management Cycle
Manage grants from initial draft to public launch:
- Grant Lifecycle:
Draft, Under Review, Published & Cancelled
- Grant Configuration:
Set budgets, applicant limits, categories & grant types.
- Application Requirement:
Define mandatory and optional documents.
- Approval-Based Publishing:
Control when grants go live on your website.
Accepting & Managing Applications
Streamline application collection, review, and evaluation:
- Application Tracking
Monitor submissions through every stage.
- Reviewer Assignment:
Assign reviewers and record evaluation scores.
- Customizable Workflows:
Configure evaluation stages to match your process.
Agreement & Monitoring
Formalize agreements and track project milestones throughout the grant lifecycle.
- Agreement Generation:
Generate grant agreements upon application approval.
- Compliance Tracking:
Monitor agreement terms and obligations.
- Milestone Monitoring:
Track project progress and deliverables
Payments Management
Ensures controlled and secure payment disbursement through role-based permissions and approval stages.
- Direct Payment Creation:
Create payments from approved applications and record payable obligations.
- Authorized Approvals:
Restrict approvals and payment initiation to administrators only
Accounting Integration
Connects grant payments with accounting for real-time financial visibility:
- Direct Integration:
Link grant payments to accounting records
- Dynamic Budget Tracking:
Automatically update committed, spent, and remaining funds as payments are processed.
Role-Based Access Control
Control access and responsibilities across the grant management process.
- Administrator Control:
Full visibility and control over grants, settings, and applications.
- Restricted Reviewer Access:
Limit reviewers to applications under their assigned grants.
Automatic Email Communication
Automate application intake and keep applicants informed.
- Automated Status Notifications:
Notify applicants of status changes using standardized email templates.
- Email-Based Application Intake:
Convert emails sent to dedicated grant aliases into applications automatically.
Developed by Simula Lab Ltd · 2026