Build and track a funding strategy

Create a strategy for one project

Funding Strategies is available to signed-in paid accounts. A strategy is an account-maintained planning record; it does not verify that a source will fund the project or that a listed amount satisfies an official match requirement.

1. Open Funding Strategy from the signed-in navigation.
2. Choose New Strategy.
3. Enter a project name and a total project cost greater than zero.
4. Choose Create Strategy, then confirm that the new strategy opens with the intended name and cost.

• Create separate strategies for projects with different costs, timelines, or funding mixes.
• Use the current total project cost from the organization's approved planning record; update the strategy when that amount changes.

• Open Funding Strategies
• Review billing availability

Add and maintain funding sources

Each source records a name, type, planning amount, notes, and current status. The totals and funding gap come from what the account holder records.

1. Open the intended strategy and choose Add Source.
2. Enter the source name, source type, planning amount, and useful non-confidential notes such as a public deadline.
3. Choose Add Source and verify that the source appears in the funding breakdown.
4. Change the status to Identified, Applied, Secured, or Declined when the real-world status changes.

• Use Secured only after the organization has authoritative award or commitment evidence.
• A source marked Applied or Secured is not independently verified by GrantPro.
• Remove a source only after confirming that it is the intended record; removal changes the displayed totals.

Research a match requirement

For an owned grant workspace that exposes Match Funding, the finder calculates a planning estimate and lists possible sources. The official notice controls the actual match percentage, eligible source types, valuation rules, documentation, and deadlines.

1. Open Match Funding from the intended grant.
2. Enter the grant amount and match percentage stated by the current official notice, then choose Recalculate.
3. Compare the displayed federal share, match required, and total project cost with the notice's calculation method.
4. Open each possible source's official website and verify current eligibility, availability, terms, and timing before adding it to the strategy.

• A suggested source is a research lead, not an award, commitment, or eligibility decision.
• Confirm that the organization profile has the correct state before relying on location-based suggestions.
• Do not count the same dollars or in-kind contribution twice.

• Read opportunity status and official sources

Use the gap as a planning signal

The displayed gap compares the recorded project cost with recorded source amounts. It is not a cash-flow forecast, award confirmation, or compliance opinion.

1. Review the Secured, Applied or Pending, Identified, and Remaining Gap totals.
2. Open each source and confirm that its amount and status still match current evidence.
3. Update changed amounts or statuses before using the gap in a planning meeting.
4. If identified amounts exceed the project cost, review the entries for duplicates, overlapping uses, or outdated assumptions.

• Keep notes concise and avoid personal information, credentials, or confidential partner details.
• Use the strategy to organize follow-up; use authoritative source records for decisions and reporting.

Recover from an incorrect or empty result

Validation errors and empty suggestions do not prove that a project has no funding options.

1. If a strategy will not save, confirm that the project name is present and the total project cost is greater than zero.
2. If the match calculation is wrong, compare the grant amount, percentage, and calculation method with the official notice before editing the inputs.
3. If no suggested sources appear, verify the organization state and continue research through authoritative state, federal, foundation, lender, and partner sources.
4. If a saved source or total does not match the visible entries after one reload, contact support with the strategy name and visible state, but do not include private documents or credentials.

• Contact support