Helpdesk Knowledge base

The Grant 360 dashboard is your central workspace for accessing Grant 360 apps, projects, notifications, subscriptions, support resources, feedback pages, and trust information.

It is separate from each individual app, but it connects them through the same Grant 360 account.

You can open the apps available to your account, view projects you are linked to, read notifications, manage subscriptions and invoices, contact support, browse the knowledge base, send feedback, and review trust and compliance information.

Some dashboard menu entries are gateways to dedicated pages. For example, Help pages open the Helpdesk area, and Feedback pages open the Feedback area.

This keeps the dashboard navigation simple while allowing larger sections to have their own layout.

For security reasons, Grant 360 may ask you to sign in again if your session has expired or if your browser no longer has the required authentication cookies.

After signing in, you should be redirected back to the dashboard page you were trying to open.

Open the dashboard and go to My apps. Each app available to your account appears as a card with an Open button.

In production, apps open on their own Grant 360 subdomain.

My apps only shows apps your account can currently access.

Access depends on your subscriptions, project access rights, invitations, or internal user permissions.

My apps lists the apps already available to your account.

Other apps shows public Grant 360 apps that you do not currently have access to, so you can discover them or view their product pages.

An app may be missing if your account does not have active access to it, if the related subscription is not active, if you were not invited to the relevant project, or if the app is not currently publicly available.

If you believe you should have access, contact support with the app name and the email address used for your Grant 360 account.

Open the Projects section in the dashboard. Each project lists the Grant 360 apps available for that project.

Click the app name to open it. The apps shown depend on your access rights for that project.

App permissions are based on access rights linked to your Grant 360 account, the relevant project, and the app.

For paid access, Grant 360 also checks that the related payment or subscription is valid.

Read-only access lets you view content without changing it.

Edit access lets you modify content in the relevant app or project.

Admin access gives broader control, such as managing project-level access or app-related settings, depending on the app.

Projects represent the proposals, grants, or workspaces your account is linked to.

The dashboard groups app access by project so you can see which Grant 360 apps are available for each project.

App access is granted per app and per project. You may have access to one app for a project, but not to every Grant 360 app.

This can happen when only some subscriptions or invitations apply to that project.

Yes, if your account has access to several apps for the same project.

When this is the case, the project card shows the apps available for that project.

Open Notifications from the dashboard sidebar.

By default, the dashboard shows unseen notifications. You can also open Archived notifications from the contextual menu.

Use the filter controls at the top of the Notifications page.

You can filter by app, filter by notification type, and sort notifications by date, type, or app.

When you click Read, the notification is archived and no longer appears in the unseen notifications list.

You can still find it in Archived notifications.

Open Notifications, then choose Archived notifications from the contextual menu.

Archived notifications can still be filtered and sorted.

You may have no new notifications, or your current filters may hide them.

Reset the filters and check both Unseen notifications and Archived notifications. If you still expect a notification that is missing, contact support with the relevant app and project.

Open Feedback from the dashboard sidebar, then choose Feature request.

You can describe the improvement you would like to see and submit it to the Grant 360 team.

Open Feedback, then choose Roadmap.

The roadmap shows priorities and objectives for Grant 360 development.

The backlog page helps track development tasks and upcoming work.

It gives visibility into what is being considered or prepared for Grant 360.

Open Feedback, then choose Satisfaction.

You can rate your experience and share comments about Grant 360 apps.

Open Help from the dashboard sidebar, then choose Help contact form.

Use the form to describe your issue, select the relevant app or category, and send it to the Grant 360 team.

The knowledge base contains help articles about Grant 360 features, account access, payments, apps, and common workflows.

It is designed for quick self-service answers.

The forum is a place for community discussions, questions, and shared experience around Grant 360.

It is separate from private support tickets.

Open Help from the dashboard sidebar, then choose Tutorials.

Tutorials provide guided learning resources for Grant 360 apps and workflows.

The Trust section gathers information about data handling, security, suppliers, AI use, compliance, and activity or incident reporting.

It is available from the dashboard sidebar.

Open Trust, then choose Data map.

The data map explains the main categories of data processed by Grant 360, why they are used, where they are stored, and how long they are retained.

Open Trust, then choose Security and encryption.

This section describes the main security measures applied to Grant 360 data and services.

Open Trust, then choose Suppliers and data location.

This section lists key suppliers and explains where related data processing takes place.

Open Trust, then choose AI and automation.

This section explains how AI and automated features are used in Grant 360 and how they relate to user data.

Open Trust, then choose Compliance and reports.

This section gathers compliance-related information and available reports.

The activity and incident log provides visibility into trust-related events, incidents, or operational updates when available.

You can find it in the Trust section.

Open the account menu in the top-right area of the dashboard and choose Account details.

From there, you can review and update your profile information.

Yes. The account area includes an account data export option.

The export is generated as a JSON file containing account-related information available to Grant 360.

Yes. The account area includes an account deletion option.

Deleting an account is a significant action and may affect your access to apps, projects, and historical account data.

Connection logs are shown only to internal Grant 360 users.

They help internal users monitor recent sign-in activity for their own account.

Connection logs are restricted to internal Grant 360 users.

Regular users do not see this section in the dashboard.

Connection logs can be filtered by email, status, and authentication method.

For internal users, the dashboard only lists logs linked to the current account.

Grant Radar helps you identify relevant European research funding calls based on your research idea, publication list, strategy document, or website.

It analyses your input, extracts meaningful research topics, and matches them against available calls.

Grant Radar focuses on Horizon Europe and related European funding opportunities available in the Grant 360 call database.

The app currently highlights calls that are open or forthcoming, so you can focus on opportunities that are still actionable.

Grant Radar synchronises call information from the European Commission Funding & Tenders portal.

The local Grant 360 database stores structured call data such as identifiers, titles, deadlines, status, keywords, summaries, objectives, expected outcomes, budget information, and official links when available.

Calls are updated through Grant Radar synchronisation jobs.

When a call status changes, users who saved that call as a favourite may receive a notification.

Open means the call is currently available for submission.

Forthcoming means the call is expected or planned but is not yet open for submission.

Choose By idea description, then describe your project idea in plain language.

You can also add a short keyword list to guide the search toward specific scientific or technological areas.

Choose By publication list, then paste publication references, DOIs, or BibTeX entries.

Grant Radar uses this information to infer your research field and match it with relevant calls.

Choose By strategy document, then paste or summarise your organisation's strategic priorities.

This mode is useful when you want to find calls that match a broader institutional or departmental strategy.

Choose By website, then enter the website URL.

Grant Radar attempts to read the page content and use it as the basis for call matching.

Use idea description when you already know the project concept.

Use publication list when your research track record is the best input. Use strategy document for broader organisational priorities. Use website when your public website already describes your expertise or activities.

Yes. In idea and publication modes, you can add keywords to clarify the research area.

Good keywords include technologies, scientific topics, application domains, societal challenges, and specific terms used in your field.

Specific, structured input usually gives better results than very broad descriptions.

Mention the research field, technologies, target users or applications, expected impact, and any important constraints or keywords.

Open Advanced filters in the search form, then choose a status filter.

You can search active calls, open calls only, or forthcoming calls only.

Open Advanced filters and set a deadline from date, a deadline to date, or both.

This helps you focus on calls that fit your preparation timeline.

Grant Radar is designed to prioritise actionable opportunities.

Closed calls are not shown in standard matching results because they can no longer be used for a new submission.

Grant Radar extracts keywords from your input, then matches them against call titles, summaries, objectives, expected outcomes, and stored keywords.

Calls with more matched keywords are ranked higher.

Matched keywords are the terms extracted from your input that were also found in the call information.

They help explain why a call appeared in your results.

No results may appear if your input is too broad, too short, too niche, or not represented in the current call database.

Try adding more detail, changing search mode, using different keywords, or widening your deadline and status filters.

Grant Radar matches calls based on extracted topics and keyword overlap. It is a discovery tool, not a final expert assessment.

Always read the official call text before deciding whether an opportunity truly fits your project.

Some fields may be missing if the Funding & Tenders source data is incomplete or if the information could not be extracted during synchronisation.

Use the official call page for the most complete and authoritative information.

When an official URL is available, the call identifier and title in the result card link to the official call page.

Open it to review the full topic text, eligibility rules, documents, deadlines, and submission information.

After a search has finished processing, click Save this search above the results.

Saved searches are stored in the Saved section of Grant Radar.

Open the Saved section from the Grant Radar navigation.

You will see the searches you saved, including their mode, input, and number of matched calls.

Yes. Open Saved searches and click Re-run on the search you want to refresh.

Grant Radar creates a new search using the same mode and input.

Yes. Saved searches can be removed from the Saved section.

Removing a saved search does not remove any calls you added to favourites.

Funding calls change over time. New calls may appear, deadlines may move, and call statuses may change.

Re-running a saved search lets you refresh the matching against the latest available Grant Radar data.

Click the heart icon on a call result to add it to your favourites.

The icon changes to show that the call has been saved.

Open the Favourites section in Grant Radar.

Your favourite calls are listed there with key information such as title, deadline, status, budget, and official link when available.

Click the heart icon again on a call result or favourite call.

The call is removed from your favourites.

Yes, Grant Radar can create a notification when a call you have saved as a favourite changes status during synchronisation.

You can review these notifications from the dashboard notifications area.

An eligibility check helps you review whether a call may fit your situation based on the information available in Grant Radar.

It is intended as a support tool before you read the full official call documentation.

From a search result, click Check eligibility.

Grant Radar opens a dedicated eligibility check page for that call.

The eligibility check uses the call information stored in Grant Radar, including eligibility conditions when available.

It may also use the call identifier and related call metadata.

Yes. On the eligibility check page, you can ask follow-up questions about the call.

Grant Radar keeps the discussion linked to that eligibility check.

No. Eligibility checks are guidance only.

Always verify eligibility, consortium rules, submission conditions, and official requirements directly on the Funding & Tenders portal or with a qualified funding expert.

From a call result, click Find partners.

This opens the Grant Connect product page, where partner discovery and related workflows are presented.

From a call result, click Prepare proposal.

This opens the Grant Genius product page, where proposal preparation workflows are presented.

Grant Radar helps identify relevant calls, and Grant Genius is designed to help prepare proposals.

Use the call information from Grant Radar as the starting point for choosing the right Grant Genius proposal workflow.

Yes. Once you identify a relevant call and decide to pursue it, Grant Planner can help structure project planning, tasks, deliverables, risks, meetings, and reporting.

Grant Radar is for opportunity discovery; Grant Planner is for project execution and coordination.

Open the official call page, read the full call text and eligibility conditions, save the call as a favourite, and discuss fit with your team.

If the call looks promising, you can move toward partner search, proposal preparation, and project planning.

Grant Radar analyses your input with AI, extracts topics, and matches them against stored call data.

This can take a few seconds, especially for longer inputs or website searches.

Analysis can fail because of a temporary service issue, invalid input, an unreachable website, or an unexpected processing error.

Try again, shorten or clarify your input, or switch to another search mode.

A website search may fail if the URL is invalid, the website blocks automated access, the page is unavailable, or the page content cannot be extracted.

Try another page from the same website or paste the relevant text into the strategy or idea search mode.

The call may be closed, not yet synchronised, outside the current Grant Radar scope, or missing from the local call database.

Check your filters and use the official Funding & Tenders portal as the final source.

Open the official call page to verify the latest information.

If Grant Radar still appears outdated, contact support and include the call identifier so the team can investigate the synchronisation data.

Grant Genius is a proposal preparation workspace for Horizon Europe and other European research funding programmes.

It combines a structured proposal editor, templates, project planning tools, AI assistance, collaboration, versioning, and export features.

Grant Genius is designed for structured grant proposals, especially Horizon Europe proposals.

Available templates depend on the proposal templates configured in Grant 360, including templates mapped to specific call types when available.

From the Grant Genius home screen, click New proposal.

You can start from a call, from a template, or from a blank proposal, then enter the required information and create the proposal.

Starting from a call lets Grant Genius select the template mapped to that call type when one exists.

Starting from a template lets you choose a predefined structure yourself. Starting from a blank proposal creates an empty workspace where you add sections manually.

Grant Genius reads the selected call and looks for a template mapped to the call type.

If no mapped template exists, you may need to choose another creation method or contact an administrator to configure the template.

Shared proposals appear in the Grant Genius home area when another user has invited you.

Access depends on the invitation email, linked Grant 360 account, and active share status.

A proposal is organised into sections and subsections.

Templates can pre-create a standard structure, while blank proposals let you add sections manually.

The navigation panel lets you move between proposal sections and understand the proposal structure at a glance.

It is useful for working section by section without losing the overall document hierarchy.

Use the Content or Navigation tools to create a new section.

For blank proposals, adding sections manually is the normal first step after proposal creation.

Sections can be reordered from the proposal navigation tools when the proposal structure is editable.

After reordering, section numbers and navigation labels are updated according to the current structure.

Parent sections act as headings or groups.

Child sections usually contain the detailed proposal text that you edit, review, and export.

Yes. Grant Genius supports working section by section.

This is useful for focused writing, AI review, comments, and section-specific guides.

Grant Genius uses a rich-text editor for writing and formatting proposal content.

You can format text, add structured content, and insert proposal data such as tables, charts, citations, and planning elements depending on the active tools.

Autosave can save your edits while you work, depending on your proposal settings.

You should still watch for save indicators and use manual save options when available before leaving important work.

Yes. Grant Genius provides manual save actions such as Save and Close in the proposal editor.

Manual saving is useful before exporting, closing the editor, or making larger changes.

Use the editor toolbar or proposal tools to insert tables.

Some specialised tables, such as budget or implementation tables, are generated from structured proposal data.

Use the editor image tools to add images where supported.

After inserting an image, check its size and placement before export.

Use the editor tools for formulas and special characters when writing scientific or technical content.

These tools help keep proposal text readable and consistent.

Use the proposal search bar when a proposal is open.

Search helps you find sections or content without manually scanning the full proposal.

Grant Genius supports rich-text editing, but pasted content can vary depending on its source.

After pasting from Word, PDFs, or web pages, review headings, lists, tables, and spacing before continuing.

Grant Genius includes AI-assisted review, suggestions, translation, spell checking, and writing support features depending on the current proposal tools and settings.

AI features are designed to support drafting and review, not to replace expert judgement.

Open a proposal section, then use the Review tools to run an AI review.

The review analyses the current section and returns structured feedback and suggestions.

AI review is designed to assess proposal content against relevant grant-writing expectations and evaluation-style criteria.

The exact output depends on the section and available context.

AI suggestions propose rewrites, improvements, additions, or clarifications for selected text or section content.

You remain responsible for deciding whether the suggestion fits your proposal.

Yes, when the interface offers an apply or insert action, you can move AI-generated content into the editor.

Always reread and adapt the inserted text before submission.

Yes. Grant Genius includes translation tools for proposal content.

After translation, review terminology, evaluator language, and programme-specific vocabulary carefully.

AI features can be controlled from proposal or app settings when available.

This is useful if your team wants to work without AI assistance for a specific proposal.

No. AI suggestions can help you draft and review faster, but they may miss context or produce text that needs correction.

Always verify factual claims, eligibility statements, budget information, and strategic positioning yourself.

Open the Review area and choose Guide.

Grant Genius includes general guides, section-specific guidance, and proposal checklists when available.

The section guide provides guidance for the proposal section you are currently working on.

It helps you understand expectations, common mistakes, and useful points to cover.

Checklists help you track important review steps before submission.

They can cover early preparation, Excellence, Impact, Implementation, and pre-submission checks depending on the configured content.

Checklist state is designed to persist as you work.

If you do not see your checklist changes after reloading, contact support with the proposal name and browser details.

Use guides to review each section before final export.

They are especially helpful for checking whether your proposal answers the expected evaluator questions clearly.

Use the Project planning tools in Grant Genius to create work packages for the proposal.

Work packages provide the structure for tasks, deliverables, milestones, risks, charts, and budget tables.

Create tasks under the relevant work package and define their timing and dependencies when needed.

Tasks can later be used in implementation tables, Gantt charts, PERT charts, and budget calculations.

Use the Gantt chart tools to define work packages and tasks over the project timeline.

The chart can then be inserted into the proposal content.

Use the PERT chart tools to visualise task dependencies.

PERT charts are useful for showing how work packages and tasks relate to each other.

Task dependencies show that one task depends on another task before it can start or progress.

These dependencies can be used to build PERT-style visualisations.

After creating the chart, use the insert action available in the chart tool.

The chart is inserted into the selected proposal section as proposal content.

Use the objectives tools to define proposal objectives and related KPI information when relevant.

Objectives can be cited or inserted into proposal sections using the proposal data tools.

Use the milestone tools to create milestones linked to the proposal timeline and work packages.

Milestones can be inserted or cited in implementation sections.

Use the deliverables tools to create deliverables, assign them to work packages, and define their timing.

Deliverable tables can be inserted into the proposal.

Use the risk tools to define project risks, likelihood, impact, and mitigation measures.

Risk information can be inserted into the proposal as structured tables or citations.

Use the Budget area to define partners, contributors, rates, person-months, and cost categories.

Grant Genius calculates totals from the structured budget data.

Person-months are calculated from the values entered for contributors and tasks or work packages.

Totals are aggregated across partners, work packages, and tasks where relevant.

Partner costs are organised by partner, contributor, work package, task, and cost category depending on the table.

This structure helps produce Horizon Europe-style budget tables.

Grant Genius includes support for several Horizon Europe-style budget tables, including personnel and other cost tables such as 3.1.f, 3.1.g, 3.1.h, and 3.1.i where configured.

Available tables depend on the proposal budget data you have entered.

Open the Budget tools, choose the relevant budget table, then use the insert action to add it to the selected proposal section.

Review the inserted table before exporting.

Use the other costs budget tools for categories such as subcontracting, financial support, internally invoiced goods and services, or access to research infrastructure where relevant.

These values can feed the corresponding budget tables.

Proposal citations are links between text in your proposal and structured proposal data such as work packages, tasks, deliverables, milestones, risks, objectives, or partners.

They help keep references consistent across the document.

Use the citation tools available for the relevant proposal data type.

Select the item to cite and insert it into the current section.

Grant Genius refreshes many citation labels and generated table placeholders when related proposal data changes.

You should still review the affected sections after major edits.

Generated tables are based on structured proposal data.

When work packages, tasks, risks, milestones, deliverables, objectives, partners, or budget values change, Grant Genius may refresh table placeholders so the proposal stays consistent.

Yes. Use the Share tools to invite collaborators by email.

Invited users can access the proposal according to the access level you grant and the limits of your subscription plan.

Collaborators can have different access levels, such as read-only or edit access, depending on how the proposal is shared.

Admin-level capabilities remain controlled by the proposal owner and subscription permissions.

Sharing limits depend on the active subscription plan linked to the proposal owner or project.

If you reach the limit, you may need to remove an existing share or upgrade the relevant plan.

Comments let collaborators discuss specific proposal content or sections.

They appear in the proposal editing workflow and can be used to review, request changes, or clarify text.

Use the comment tools to mark a discussion as resolved once the issue has been handled.

Resolved comments help keep the review workflow clean.

Shared proposals keep their original owner information.

This helps you distinguish between proposals you created and proposals where you are a collaborator.

Versions are snapshots of proposal content at a point in time.

They help you preserve important states before major edits, reviews, or submission milestones.

Use the version tools in the proposal editor to create a named snapshot.

Create snapshots before major rewrites or before applying substantial AI suggestions.

Open the previous version and use the restore action when available.

Restoring a version replaces current content with the selected snapshot, so review carefully before confirming.

Autosave stores your ongoing edits while you work.

Versions are intentional snapshots that you can return to later.

Grant Genius supports proposal export formats such as DOCX, PDF, and LaTeX where available.

Export availability can depend on the proposal content and server-side export tools.

Open the export or sharing tools and choose DOCX.

The generated file is intended for review and further editing in Word-compatible software.

Open the export tools and choose PDF.

PDF export may take longer because the system needs to render the document into a fixed layout.

Open the export tools and choose LaTeX when available.

LaTeX export is useful for teams that want to continue editing in a LaTeX workflow.

Exports may include many sections, generated tables, charts, images, and formatted content.

The server may also need to run document conversion steps before the file is ready.

Review section order, generated tables, citations, figures, comments, and unresolved placeholders.

You should also verify that all required proposal sections are complete before using the exported document for submission.

Use the settings tools available from the proposal editor or Grant Genius settings area.

Settings can include editing preferences and feature toggles depending on the current proposal configuration.

Autosave may fail because of a network issue, a session timeout, or a temporary server problem.

If this happens, try saving manually, refresh after confirming your latest edits are saved, and contact support if the issue continues.

You may have read-only access, the proposal may belong to another user, or your sharing invitation may not grant editing permissions.

Ask the proposal owner to check your access level.

A section may be hidden by the current view, not included in the selected template, deleted, or not yet created in a blank proposal.

Check the navigation panel and proposal structure before contacting support.

AI requests may fail because of temporary service issues, missing input, very long content, or connectivity problems.

Try again with a shorter section or contact support if the issue persists.

Exports can fail because of unsupported content, missing conversion tools, temporary server errors, or malformed document elements.

Try exporting again, simplify problematic content if needed, and contact support with the proposal name and export format.

Refresh the proposal section, reinsert the chart or table, and verify that the underlying structured data is complete.

If it still does not update, contact support with the proposal name and the affected chart or table type.

Grant Planner is used to plan, coordinate, monitor, and report on funded projects after the proposal phase.

It centralises project structure, partners, work packages, tasks, deliverables, milestones, risks, budgets, expenses, timesheets, meetings, and reports.

Open Grant Planner, go to Project, then choose New.

You can start from a blank planning workspace or import a structure from an existing Grant Genius proposal.

Yes. Choose Import from Grant Genius proposal when creating a new Planner project.

Grant Planner reuses the proposal's linked project when available and transfers structured proposal data into operational planning data.

The import can transfer partners, work packages, deliverables, milestones, risks, and personnel budget lines where those elements exist in the Grant Genius proposal.

Imported dates are converted from proposal months into calendar dates when the project start date is available.

Yes. Use the Project section to open existing Planner projects, export project metadata as JSON, or delete a project.

Deletion is permanent, so export important information before deleting anything.

Add the project title, acronym, grant agreement number, dates, programme, funding scheme, project type, summary, and logo where relevant.

This information is reused across the Planner workspace and helps reports and exports remain consistent.

Yes. Grant Planner can be used as a standalone project management workspace by creating a blank project.

The Grant Genius import is only a shortcut for teams that already prepared a proposal in Grant Genius.

Open Team, then Institution, and add the organisation as a project partner.

Partners can include order, role, coordinator status, partner type, and funding rate information.

Yes. Grant Planner includes institution search tools and a CORDIS search option to help find existing organisation records before creating or adding a partner.

Using existing records helps avoid duplicates.

Open Team, then Contact, and add a contact under the relevant partner institution.

Contacts can later be used for coordination, task follow-up, groups, and planning workflows.

Contact groups let you organise project contacts into practical groups, such as management board, technical leads, work package leaders, or reporting contacts.

Groups make it easier to keep coordination structures visible inside the project.

Yes. Team includes remove actions for partners, contacts, and contact groups.

Before removing a partner, check whether that partner is referenced in work packages, budget lines, expenses, or project records.

Work packages are the main building blocks of the project work plan.

They can include a number, title, description, lead partner, start date, end date, tasks, deliverables, milestones, budget lines, and progress tracking.

Open Work units, then Tasks, and create a task under the relevant work package.

Tasks can include numbering, title, description, lead partner, dates, and dependencies.

Yes. When creating or editing a task, you can link it to predecessor tasks from the same project context.

Dependencies are used by planning views such as PERT and help clarify execution order.

Open Work units, then Deliverables, and create deliverables under the relevant work package.

Deliverables can include type, dissemination level, due date, lead partner, and tracking logs.

Open Work units, then Milestones, and create milestones with due dates and means of verification.

Milestones can be linked to work packages and tracked over time.

A task is work that needs to be performed, usually inside a work package.

A deliverable is an output that must be produced and submitted or delivered.

A milestone is a checkpoint used to confirm that an important project step has been reached.

Open Finance, then Budget, and add budget lines by partner, budget category, and work package where relevant.

Personnel budget lines can include person-months, rates, and contributor categories.

Grant Planner supports categories such as personnel costs, subcontracting, travel and subsistence, equipment, other goods and services, financial support to third parties, internally invoiced goods and services, access to research infrastructure, PCP/PPI procurement costs, Euratom staff mobility costs, and ERC additional funding categories.

The available categories follow the structured list configured in the Planner budget tools.

For personnel budget lines, Grant Planner calculates the amount from person-months multiplied by the person-month rate.

For expense lines, declared effort can be entered as person-hours, person-days, or person-months depending on the selected unit.

Grant Planner applies a 25% indirect cost calculation to eligible direct costs.

Subcontracting and specific subcontracting-like categories are excluded from indirect cost calculation.

Open Finance, then Expenses, and add expense lines by partner, category, work package, budget line, amount, effort, rate, and explanation where relevant.

Expenses can be compared against the planned budget in tracking views.

For lump sum projects, the Finance menu focuses on the lump sum budget and timesheets rather than standard budget and expense tracking.

Some tracking views also hide expense tracking when the project is configured as lump sum.

Yes. Finance exports are available for budget and expenses.

You can export data as CSV or XLSX, and you can filter by partner before exporting.

Saved rates help reuse known personnel rates or cost rates instead of entering them repeatedly.

They are useful when the same contributor categories or partner rates are used across multiple lines.

Timesheets let project staff submit effort for a defined period.

A project manager creates a timesheet period, sends invitations, reviews submissions, then validates or rejects each timesheet.

Open Finance, then Timesheets, and configure the timesheet settings.

You can set the frequency, choose whether effort is collected in hours or days, and define invitee email addresses.

When a timesheet period is created, Grant Planner creates one timesheet request per invitee email and sends an invitation email.

Invitees use the secure submission link included in the email.

When you validate a timesheet, Grant Planner imports the recorded effort into Finance as personnel expense lines.

Hours are converted using 215 hours per person-month, and days are converted using 20 days per person-month.

Yes. You can reject a submitted timesheet and include a rejection note.

Rejected timesheets are not imported into expenses.

Expense lines must be linked to a project partner institution.

Selecting the institution tells Grant Planner which partner should receive the personnel expense created from the timesheet.

Open Compliance, then Risks, and create risk records with description, severity, likelihood, mitigation measures, and linked work packages.

The risk list is the reference point for later risk tracking.

Use the risk journal in Tracking to add dated observations and updates for existing risks.

This creates a history of how each risk evolves during project execution.

Quality KPIs define indicators used to monitor project quality and performance.

They can be created in the Compliance area and tracked later in the execution tracking journal.

Open Execution, then Tracking, and use KPI tracking to add dated KPI log entries.

These logs help show progress and evidence over time.

Open Compliance, then Ethics, and create ethics issue records for obligations or concerns that need monitoring.

You can then track ethics issue updates during execution.

Ethics issue logs are dated updates linked to an ethics issue.

They help document actions, observations, and follow-up throughout the project.

Grant Planner includes Gantt, PERT, to-do, and Kanban planning views.

These views use the structured project data created in work packages, tasks, deliverables, milestones, and to-do lists.

The Gantt view displays project components on a timeline.

It uses project dates, work packages, tasks, deliverables, and milestones to help visualise timing and overlaps.

The PERT view focuses on task relationships and dependencies.

It is useful for understanding sequence, constraints, and execution logic.

To-do lists let you create operational action items inside the project.

Items can have statuses, due dates, assignees, and links to tasks, deliverables, or milestones.

The Kanban view presents to-do items by status so the team can monitor execution at a glance.

It is useful for day-to-day coordination and follow-up.

Yes. A to-do item can be linked to a task, deliverable, or milestone.

This keeps practical follow-up connected to the formal project structure.

To-do items can be filtered by status, assignee, linked object, list, and search query.

They can also be sorted by title, status, due date, assignees, task, deliverable, or milestone.

The project dashboard highlights upcoming and late project elements.

It can show work packages, tasks, deliverables, and milestones starting soon, ending soon, due soon, or overdue.

Yes. The dashboard can be filtered by institution.

This helps each partner focus on the work packages, tasks, deliverables, and milestones that concern them.

Open Execution, then Tracking, and use work progress tracking.

You can record updates for tasks, deliverables, and milestones through their tracking logs.

Staff effort can be tracked through timesheets and personnel expense lines.

Validated timesheets can create personnel expense lines that are then used in Finance and tracking views.

Use Finance to create planned budget lines and actual expense lines.

Execution tracking can then compare budget and expense information by partner, category, and work package.

Deliverables appear late when their due date has passed and they do not have a completed, cancelled, or approved tracking status.

Milestones appear failed or late when their due date has passed and no passed milestone log has been recorded.

Open Execution, then Meetings, and create a meeting with its title, dates, location or online details, and related information.

Meetings are listed in reverse chronological order so recent coordination remains easy to find.

Yes. Meetings can include invitees and attendance information.

This helps document who was expected, who attended, and what was coordinated.

Meetings give the project a coordination history alongside tasks, risks, expenses, and reports.

They help teams keep operational decisions and project follow-up in one place.

Grant Planner can create internal reports, financial reports, and technical reports.

Available report content depends on the project data entered for the selected reporting period.

Internal reports are generated from structured project data for a selected period.

They can include progress, risks, KPIs, ethics updates, and other execution information depending on the data available.

Financial reports use budget and expense data for the selected project period.

They can be generated for the project or a selected partner, depending on the report configuration.

Technical reports use project tracking data and AI generation to draft structured technical reporting content.

You should review and edit generated content before using it externally.

Yes. Regenerating a report refreshes its content from the latest project data for the report period.

Review the regenerated report before sharing or exporting it.

Yes. Reports can be exported as DOCX.

The export converts report headings, paragraphs, lists, and tables into a Word-compatible document.

Yes. Reports include a print view.

Use the print view when you need a browser-based PDF or paper copy.

Access depends on the Grant Planner subscription and the active project access rights linked to the user.

In production, users without active Grant Planner access are redirected back to the dashboard.

Most Planner actions are saved when you submit the relevant form or action.

Project data is stored in structured records rather than only in free text.

The JSON export contains core project metadata, Planner metadata, and partner information.

It is designed as a portable structured copy of important project-level data, not as a full archive of every operational record.

You may not have access to that project, the project may not have a Planner workspace yet, or another project may currently be selected in the Planner session.

Open the Project section and use the project list or search to confirm which Planner projects are available to you.

Grant Mind is the note-taking and knowledge workspace inside Grant 360.

It helps you capture research, decisions, linked notes, structured tables, timelines, and project knowledge connected to your Grant 360 work.

Open Grant Mind from the Grant 360 dashboard or go directly to the Grant Mind app when your account has access.

In production, users without access are redirected back to the dashboard.

Grant Mind can be accessed when you have an active Grant Mind access right or another active paid Grant 360 app access.

This makes it available as a companion workspace for your Grant 360 apps.

You can create folders, text notes, canvas notes, data notes, temporal notes, tags, links between notes, and shared workspaces.

You can also open attached notes created from Grant Genius or Grant Planner.

Notes is your main personal knowledge space.

Tags help filter and organise notes across folders.

Attached notes are notes created from another Grant 360 app and organised under the source app, such as Grant Genius or Grant Planner.

Yes. Grant Genius and Grant Planner can create Grant Mind notes for proposal or project items.

Those notes are stored in app-specific folders so you can keep context and commentary close to the source item.

Use the new item menu in Grant Mind and choose the note type you want to create.

If you create a note while inside a folder, the note is added to that folder.

Use the new item menu and create a folder with a name, parent folder, mode, sort order, and colour.

Folders can be nested under other folders when you want a deeper structure.

Grant Mind supports knowledge, manuscript, and journal folder modes.

The folder mode changes how notes are displayed and sorted inside that folder.

A knowledge folder is the general-purpose folder mode.

It can contain different note types and usually sorts notes by recent activity.

A manuscript folder is designed for ordered writing.

It only accepts text notes and lets you reorder notes manually, which is useful for chapters, sections, or long-form material.

A journal folder is designed for chronological note-taking.

It only accepts text notes and can be viewed in chronological or reverse chronological order.

Yes. You can update a note's folder from the note metadata area.

You need editor access to both the note and the destination folder.

Yes. Manuscript folders support manual note reordering.

Only active text notes in that manuscript folder can be reordered.

When deleting a folder, you must choose what happens to the notes inside it.

You can move the notes to the root level or delete the folder and its notes.

A text note is a standard rich note for writing, thinking, meeting notes, research summaries, and project commentary.

Text notes can also be shown in document or outliner view.

A canvas note is a visual workspace for linking notes and folders spatially.

It is useful when you want to map ideas, sources, proposal items, or project elements visually.

A data note is a structured table-like note.

It contains fields, rows, and cells, and can be viewed as a table or a Kanban board.

A temporal note is a structured timeline or calendar note.

It includes date fields by default and can be viewed as a list, calendar, or timeline.

Manuscript and journal folders are limited to text notes because their layout depends on ordered or dated text entries.

Use a knowledge folder when you want to mix text, canvas, data, and temporal notes.

If a note has no title, Grant Mind displays a default name based on its type.

Examples include Untitled note, Untitled canvas, Untitled table, or Untitled timeline.

Open the note and edit its title, content, folder, metadata, tags, links, or structured fields depending on the note type.

Changes are saved through the note editing actions available in the interface.

Outliner view turns headings inside a text note into a structured outline.

It is useful for navigating long notes, reports, manuscripts, or planning documents.

You can mark notes as favorites to keep them visible in the favorites bar.

Favorite notes are ordered by recent activity and limited to the most recent favorites.

Grant Mind keeps a session-based list of open tabs for notes you are working on.

This helps you move between several notes without losing context.

Use the archive or trash action on a note.

Archived notes are moved out of the active note list and can be found in Trash.

Open Trash to see archived notes.

From there, you can restore a note to active status or permanently delete it.

Use the Grant Mind search bar to search note titles and note content.

Search results include active notes you own and notes shared with you.

Yes. Use a folder filter such as folder:Folder name in the search bar.

Grant Mind searches matching folder names and shows notes inside those folders.

Yes. Use tag:Tag name or click a tag filter.

Grant Mind filters notes that have the selected matching tag.

Yes. Use the linked-notes search pattern from the search suggestions, such as notes_linked with:"Note title".

Grant Mind finds notes connected through note links.

Chronological order sorts results by creation date from oldest to newest.

Reverse chronological order sorts results by creation date from newest to oldest. Recent order sorts by latest update.

The search palette can suggest notes, folders, tags, linked-note searches, ordering filters, and quick commands.

Commands can include creating a new note, creating a new folder, favoriting the current note, or archiving the current note.

Open the note metadata panel and use the tag editor to add a tag.

Tags are linked to the note and can then be used for filtering.

Yes. You can click a tag or search with a tag filter.

The Notes view then shows active notes with that tag.

Tags belong to the user who created them.

Shared notes can be visible to another user, but each user's tag collection remains scoped to that user.

Yes. Use the tag editor on the note to remove the tag association.

Removing a tag from a note does not necessarily delete the tag itself from your tag list.

Open a note and use the link tools to select another note as the target.

The link is stored between the source note and the target note.

Grant Mind supports related, references, contradicts, supports, and extends link types.

Choose the type that best describes the relationship between the two notes.

Backlinks are incoming links from other notes to the note you are viewing.

They help you see which notes refer to or depend on the current note.

The graph view visualises note relationships.

It helps you explore how your notes connect across topics, projects, proposal items, and linked knowledge.

Yes. Canvas notes can link to notes and folders.

When you link another note from a canvas, Grant Mind also stores a note relationship where appropriate.

When a note is linked to another user's note, Grant Mind can create a backlink notification for the target note owner.

Notifications may depend on the users and app records available at the time.

A data note is used for structured information such as lists, matrices, datasets, contact-like records, decision logs, or reusable tables.

It behaves more like a lightweight database than a free text note.

Data notes can use text, number, monetary, date, select, and relation fields.

Each field type controls how values are entered and displayed.

Rows represent records in the data note.

Cells store values for a specific row and field.

A relation field links values to another data note when configured with a target table.

Grant Mind can use the target note's first field to offer relation options.

Kanban view groups rows by a selected field, typically a select field.

You can also choose which field is used as the card name.

Select fields provide the column values used by the Kanban board.

If no select field is chosen, Grant Mind falls back to available fields so the board can still render.

A temporal note is used for dated information such as events, deadlines, meetings, milestones, reading plans, or timelines.

It combines structured fields with calendar and timeline views.

Grant Mind creates Date, Heure, and Date de fin fields by default.

These fields give the note a start date, optional time information, and optional end date.

Temporal notes can be viewed as a list, calendar, or timeline.

Timeline view loads the Gantt-style timeline assets when needed.

The calendar view uses the first date field as the event start date.

It can also use a second date field as the event end date when present.

The timeline view builds timeline tasks from rows with a start date.

Text fields are used as task names, and the second date field can be used as the end date.

Grant Mind uses the first date field as the start date.

If there is a second date field, it is treated as the end date.

Yes. Owners can share notes or folders with other Grant 360 users.

Use the sharing panel to search for a user and choose the access level.

Read-only users can view the shared item but cannot edit it.

Editor users can edit the shared note or folder and, for shared folders, edit accessible content inside the shared folder tree.

Only the owner of a note or folder can create, update, or remove sharing access.

Editors can edit content but cannot manage ownership-level sharing unless they are the owner.

Sharing a folder also makes its descendant folders and notes visible to the shared user.

Editor access to a folder also expands to editable access for notes inside that shared folder tree.

Shared users with editor access can edit notes and folders covered by that shared folder access.

Read-only users can view the shared content but cannot edit it.

You may have read-only access, or the note may be inside a folder shared with read-only access.

Ask the owner to change your access level to editor if you need to edit it.

Attached notes are Grant Mind notes created from another Grant 360 app for a specific source item.

They let you keep notes, context, and commentary next to a proposal or project element.

Grant Genius and Grant Planner currently create attached Grant Mind notes.

Attached note folders are organised under app roots such as Grant Genius and Grant Planner.

Grant Mind creates an app-level root folder, then a workspace folder for the source proposal or project.

The attached note is then stored inside that workspace folder.

Grant Mind reuses the existing attached note when it finds the same origin key.

This prevents duplicate notes for the same source item.

Yes. Attached notes can store source metadata and a source URL when available.

This helps you return to the original Grant 360 item from the note context.

Open the Grant Mind settings page from the app header.

Available settings depend on the current Grant Mind configuration.

The note may be archived, inside a different folder, filtered out by a tag or search query, or not shared with your account.

Clear filters, check Trash, and search by title or content.

Manuscript and journal folders only allow text notes.

Create canvas, data, or temporal notes inside a knowledge folder instead.

The note may be read-only for your account, the destination folder may not be editable, or the request may have failed because of a temporary connection or validation issue.

Check your access level and try again.

The user must already exist as a Grant 360 user and the search query must contain at least two characters.

You also cannot share an item with its owner.

The note may have been archived, deleted, moved, or no longer shared with you.

If you expected to have access, ask the note owner to check the sharing settings.

Grant Hub is the document and file workspace for Grant 360.

It helps you store, organise, download, share, and transfer files connected to proposals, projects, and Grant 360 workspaces.

Open Grant Hub from the Grant 360 dashboard or go directly to the Grant Hub app when your account has access.

In production, Grant Hub requires a signed-in Grant 360 user.

Grant Hub has My files, Shared files, and Grant 360 files.

My files contains your own folders and uploads, Shared files contains items shared with you, and Grant 360 files contains folders created from other Grant 360 apps.

Yes. Grant Genius and Grant Planner can open Grant Hub and create a linked folder structure for the current proposal or project.

This keeps documents close to the workspace where they are used.

You can upload files to root level or inside folders.

Grant Hub stores file metadata such as name, description, folder, size, type, owner, shares, and transfer links.

Use the folder creation form in My files or inside an existing folder.

Folders can have a name, colour, and optional parent folder.

Yes. Hub folders can have parent folders and child folders.

Grant Hub prevents a folder from becoming its own parent or being moved under one of its descendants.

Open the target folder or root area and use the upload control.

Grant Hub creates a file record and attaches the uploaded file to it.

Yes. Files can be uploaded at root level without a folder.

Unfiled files are shown separately in My files.

Files are displayed with a name, icon, size, and update information.

Grant Hub chooses file icons based on common file extensions such as PDF, Word, Excel, PowerPoint, image, video, audio, and archive formats.

Yes. If you have editor access, you can update the file name and description.

The original uploaded blob remains attached while the display metadata can be edited.

Yes, if you have editor access.

Deleting a folder removes the folder record; files directly inside it are detached from the folder rather than deleted by the folder relationship.

My files shows your own root folders, your unfiled files, and your folder tree excluding Grant 360 app-linked root folders.

It is the main area for documents you organise manually.

Shared files shows folders and files explicitly shared with you.

Grant Hub matches shares either to your user account or to your email address.

Grant 360 files shows folders automatically created from supported Grant 360 apps.

At the moment, app-linked roots are created for Grant Genius and Grant Planner.

When you open a folder or file, Grant Hub builds a breadcrumb from the current item back to the root folder.

Use it to move back through the folder hierarchy.

Grant Hub detects app-linked root folders by name, such as Grant Genius and Grant Planner.

Folders under those roots are treated as Grant 360 files because they were created from another app workflow.

When you open Grant Hub from a supported Grant 360 workspace, Grant Hub creates or reuses an app root folder and a workspace folder.

The workspace folder is named after the proposal or project title.

Grant Genius and Grant Planner can currently create linked Hub folders.

The source app is recorded as either grant_genius or grant_planner.

For Grant Genius, Grant Hub creates section folders such as Documents, Institutions, Partners, Budgets, and Risks.

These folders sit inside the proposal workspace folder.

For Grant Planner, Grant Hub creates section folders such as Documents, Institutions, Tasks, Deliverables, and Risks.

These folders sit inside the project workspace folder.

Grant Hub reuses the existing app root and workspace folder when they already exist.

This avoids creating duplicate folder structures for the same proposal or project title.

Open the file and use the download action.

Grant Hub redirects to the attached file URL with attachment disposition so the file downloads.

Yes, public transfer links can be opened without a Grant 360 login.

Protected transfer links require the transfer password before the file can be downloaded.

Yes. Grant Hub detects image files from their content type when the attached blob is an image.

Image-specific handling can then be used by the interface where available.

Grant Hub converts the attached file size into B, KB, MB, or GB.

This helps users understand file weight before downloading or sharing.

Grant Hub treats files over 20 MB as large files in its model logic.

The interface can use this information to adapt the file display or transfer behaviour.

Yes. Users with editor access can share a file or folder by email.

If the email belongs to an existing Grant 360 user, the share can be linked directly to that user.

Grant Hub supports read-only and editor access levels.

Read-only users can view and download the shared item, while editors can modify it.

Yes. Hub shares can store either a Grant 360 user or a recipient email address.

If the recipient later signs in with that email, Grant Hub can match shared items by email.

The item owner can create shares from the item interface.

Only shares owned by the current user can be updated or removed by that user.

If the share is linked to an existing Grant 360 user, Grant Hub creates a notification for that user.

Shares created only with an email address do not create a user notification until there is a matching user object.

You may only have read-only access, or the share may be linked to a different user or email address.

Ask the owner to change your access level to editor if you need editing rights.

A transfer link is a public link for sharing a specific Hub file outside the normal signed-in Grant 360 interface.

It is useful when you need to send a file to someone who does not have direct Hub access.

Open a file and create a transfer link from the file panel.

You can set an expiration period, optional message, optional maximum downloads, and optional password.

Yes. Every transfer link has an expiration date.

Expired transfer links are marked as expired and are not considered active.

Yes. If you enter a password when creating the transfer, Grant Hub stores a password digest.

Visitors must unlock the transfer before downloading the file.

Yes. The transfer creator can delete their transfer link.

Deleting the transfer link does not delete the underlying file.

Grant Hub stores the max downloads value on transfer links.

Current transfer display and access are primarily controlled by expiration and optional password protection.

Each Hub file and folder belongs to the user who created it.

Ownership is used to decide who has full control over the item.

The owner can edit the item.

A shared user can edit it only when they have an editor share matching their user account or email address.

Shared folders appear in Shared files.

Your personal folder tree is based on folders you own, while shared folders are listed separately.

The current upload flow is designed around folders available in your Hub workspace.

If you cannot upload into a shared folder, ask the folder owner to upload the file or share an editable location that is available to your account.

In production, Grant Hub requires a signed-in user.

If you are not authenticated, you are sent through the Grant 360 authentication flow.

The file may be unfiled, inside another folder, owned by another user, or not shared with your account or email address.

Check My files, Shared files, and Grant 360 files.

You may not have selected a file, the destination folder may not exist, or your session may not have access to that folder.

Try uploading again from the correct folder.

You need editor access to update or delete a file.

Read-only shares allow viewing and downloading but not editing.

The share must have a recipient email or user, and the item must be visible to you.

If the share fails, check the email address and your access level.

The transfer creator protected the link with a password.

Enter the password provided by the sender to unlock the transfer.

The transfer may have expired or been deleted by its creator.

Ask the sender to create a new transfer link if you still need the file.