See several organizations at once in Portfolio

Portfolio is for people who belong to two or more organizations in GrantCue, such as a consultant who works for several clients. It has two views: Overview, which only reads, and Tracker, where you can change a grant's stage and priority. Open an item to do anything else with it in that organization's own workspace.

What the Overview shows

• Organizations has a row for each organization: its grants by stage, counts for Deadlines due in next 30 days, Overdue, Submitted, awaiting decision and Your open tasks, its Next deadline and the Overdue tasks of everyone on the team. Choose a count to open the matching records. Unknown means the information could not be loaded. It does not mean zero. Choose Status report on a row to open its report.
• Deadlines lists what is overdue and what is due in the next 30 days: saved-grant dates, deadlines recorded in first-application guides, and dated organization setup tasks. Submitted grants appear under Waiting on others instead.
• Waiting on others lists submitted applications awaiting a decision, approval requests waiting on someone else, and grants on hold for information.
• Your next actions lists open tasks assigned to you, approvals requested from you, and next actions recorded on grants assigned to you.

Work on every client’s grants in Tracker

Choose Tracker at the top of the page. It lists every active grant in your organizations in one table, closing first, with a Client column, the funder, the stage, the priority and the close date. Awarded, not funded and closed grants are left out, as on My grants. Search the table by grant, funder or client.

Where your role lets you edit grants, choose Edit on a row, change the stage or the priority, and choose Save. A move to Submitted opens the same step as on My grants, where you say whether the application was really submitted. In an organization where you are a view-only client, or where your access could not be checked, the row says so and offers no Edit.

Export tracker downloads the table as CSV or Excel, with grant titles, funders, stages, priorities and the letter of intent, internal and close dates. Calendar opens one calendar of deadlines across all your workspaces.

Show only some organizations

Under Filter organizations, tick the organizations you want and choose Show selected. Choose Show all organizations to clear the filter. The choice is kept in the page address. An organization in a link that you do not belong to is not shown, and the page says so.

Open an item

Choosing an item, or Open workspace on an organization, switches your active organization to that one and then opens it. If you have left that organization, or the item has moved, nothing is opened and the page tells you.

Add a client and share a status report

Choose New client workspace to create a separate workspace for a client. You are its admin. To give the client a look without letting them change anything, invite them under Settings > Team with the role Client (view only). The Status report (also under Insights) shows one workspace's grants by stage, deadlines in the next 30 days, what was submitted and awarded, tasks and recent activity. It never includes notes.

Under What the report shows, tick the sections you want. The report on the page, Print or save as PDF, and any new share link all use the sections ticked.

An organization admin, or another member whose role allows creating reports, can also send the report as a link. Under Share with your client, choose when the link expires (7, 30 or 90 days) and choose Create share link. Copy the link then: it is shown only once. Anyone who has it can read the report without signing in, as it was when the link was made; later changes do not appear. Active links lists each link's sections, dates and number of views. Choose Revoke to stop a link at once. An organization can have 25 active links at a time.

Export client status

On the Overview, Export client status (CSV) downloads one row per organization currently shown, with the counts from the page and the as-of date. It is built in your browser from what is on screen and holds counts only: no grant titles, task names or notes. A count that could not be loaded is written as unknown. For a file with grant titles, use Export tracker.