Projects & Grants
Capital projects tracked budget-against-spend, with the grants that fund them — the financial and capital picture behind the executive dashboard.
Open a capital project, set its budget and fund source, and watch spend climb against it; record the grants that pay for the work, tie a grant to the project it funds, and let the KPIs — active projects, total budget, total spent, budget used — keep leadership honest.
What you can do
Open capital projects
Create a project with a department, status (planned through complete), fund source, budget, spend, start date, and target date.
Track budget vs. spend
Each project shows budget, spent, and a "used" percentage that turns red past 100% — so overruns surface immediately.
Record grant awards
Log a grant by grantor and program (TxDOT, EPA, HUD…), its status (applied through closed), award amount, and award date.
Tie grants to projects
Mark which project a grant funds, so the money and the work it pays for stay connected.
See the rollup
The KPI strip totals active projects, budget, spend, and overall budget utilization across the whole portfolio.
Filter by status
Filter the projects and grants lists independently by status to focus on what's active, awarded, or at risk.
Charge POs to a project
Purchase orders charge-code to a project or grant, so each project shows computed encumbered vs. actual as orders move through the chain.
Deadlines & reimbursement
Track grant reporting deadlines and export a reimbursement CSV, so drawdown requests match what was actually spent.
A typical workflow
- Open the project — name it, set the department, fund source, budget, and a target date.
- Apply for funding — record the grant with its grantor, program, and status as the application progresses.
- Tie them together — once awarded, mark the grant as funding the project it pays for.
- Log the spend — update spend as the work is done; the used-percentage and KPIs recalculate.
- Watch for overruns — anything past 100% budget used flags red, and the executive dashboard sees the same totals.
A closer look
A finance officer opens a drainage-improvement project funded by a TxDOT grant. As invoices clear, spend rises and the "used" column edges toward the budget; when a change order pushes it over, the cell turns red and the budget-utilization KPI crosses 100%. Leadership sees the strain on the executive overview without anyone pulling a spreadsheet.
Staff:
/dashboard/projects. The analytics overview, KPI strip, capital-projects list, and grants list are all here; each project opens to its detail with milestones and tasks.Works with
Purchasing & Procurement for the requisitions and POs that charge-code to a project and draw down its budget — encumbered vs. actual computed as they clear · Fund Accounting for the funds these projects and grants draw on · Documents for grant agreements, contracts, and project files.