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Project Tracker Guide

Once a proposal is funded, the Project Tracker helps manage task progress, budget spending, milestones, and reporting.

Accessing the Tracker

From the editor, open the hamburger menu and click Project Tracker. Each proposal has its own tracker.

Dashboard KPIs

At the top of the tracker page, four cards show key metrics:

  • Tasks Completed — overall completion percentage
  • Total Tasks — count of all tasks
  • Total Budget — planned budget including indirect costs
  • Milestones — number of milestones set

Tracking Task Progress

Each task from the proposal appears with:

  • Status dropdown — Not Started, In Progress, Completed, Delayed
  • Progress — slider (0–100%) for completion percentage
  • Dates — actual start and end dates
  • Notes — text area for observations

Changes save automatically.

Budget Tracking

The budget table shows:

  • Item name grouped by task
  • Planned cost (from the proposal budget)
  • Actual cost (editable — enter the real spend)
  • Variance — calculated difference, color-coded (red for negative, green for positive)

Milestones

  • Click Add Milestone to create a new milestone with a name and date.
  • Check the box to mark a milestone complete.
  • Delete milestones with the trash icon.

Reports

  • Click Add Report to log a progress report with title, date, and content.
  • Edit or delete reports as needed.

Exporting Tracker Data

From the tracker page, export to PDF, HTML, or DOCX using the export buttons. The exported document includes the KPI summary, task status table, budget tracking, milestones, and reports.