Altru Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.

Can ALTRU help me track grant information?

Does anyone have a recommendation for using ALTRU to track grant information? We are using interactions for when we submit proposals, but we would really like to use it to track due dates and year-to-year info on which grants we were successful for and which we were denied.
  • Guest
  • Jan 4 2016
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  • candy farr commented
    11 Sep, 2024 06:41pm

    We also use the Prospect Plans>Opportunities feature for tracking due dates, submission dates, report dates, acceptances/rejections, etc. We've created queries to report Open Opportunities, Upcoming Tasks (within 2 weeks), and Overdue Tasks. Our finance dept tracks amount used and amount still available.

  • Development Manager commented
    6 Apr, 2023 07:29pm

    We use the Prospect Plans > Opportunities feature and it works pretty well for tracking due dates, submission dates, report dates, acceptances/rejections, etc. Perhaps Altru didn't use to have this as a standard feature but I believe they do now.

  • Jennifer Clearwater commented
    7 Sep, 2016 09:59pm

    In addition to that, we are also trying to figure out how to use Altru to report on progress against grant requirements. For example, if the grant underwrites admission for kids, how can use Altru to tell us at any given time how much of the grant has been used vs. how much is still available to use?

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