Lesson 5 · Projects, grants and funder reports

Analytic account, budget, expenses, report.

Goal of this lessonTo track each grant's or project's income, costs and budget separately and prepare the funder's report in one click.

A grant's analytic accountGrant: Rural Reading Projectanalytic account · budget ₺1,200,000Budgetline by linePurchasesbooks · suppliesExpensestravel · lodgingStaff hourstimesheetsIncomegrant instalmentsReport: budget – actual – remaining
A grant or project is an analytic account. When every bill, expense and hour links to it, the report for the funder builds itself.

  1. Open the project

    Open "Rural Reading Project" in Project; the project brings its own analytic account. The funder's periods and deliverables become tasks.

    Projects kanban view

    Projects: each grant and activity is a project card, with task and time counts on it.

    1. Enter the budget

      Enter the grant agreement's lines into the budget: books, transport, trainers, overheads.

      Budgets list

      Budgets: each grant's budget and actual side by side.

      1. Link spending to the project

        When a bill, an expense or working time is entered, the project is chosen as the analytic account. The receipt photo goes on the expense.

        Expenses list

        Expenses: each line is a receipt, with its project and approval state.

        1. Get the report

          Budget versus actual and income and expense come per project; receipts and bills stand behind the report as evidence.

        The funder's rules
        EU, development-agency and foundation grants have their own cost categories and report templates. Build the analytic plan on the grant agreement's lines; the report template follows.

        Case: the interim report

        Requested
        A month-6 spending report, by line, with receipts.
        Time
        Three days before; now a filter and an export.

        Check yourself

        What structure tracks a grant in SODOO?
        An analytic account linked to the project.
        How do you know which grant an expense belongs to?
        From the analytic account chosen on the expense.