Drawdowns & funding

Overview

Drawdowns allow you to request and track disbursements from your grant funding source.

What is a drawdown?

A drawdown is a formal request to receive a portion of your awarded grant funds. It is typically tied to incurred expenses or completed milestones.

Requesting a drawdown

1. Navigate to Grants > [Grant Name] > Drawdowns.
2. Click New Drawdown Request.
3. Enter the amount and reference the related expenses or milestones.
4. Attach supporting documentation.
5. Submit for approval.

Drawdown statuses

Tracking funding

The Funding Summary widget on the grant detail page shows total awarded, drawn down, and remaining balance.

Tip: Schedule drawdown requests to align with your cash flow needs and reporting cycles.