How to set up grants and log grant time

Grants in HelpOne track grant budgets and the staff time charged to each grant. Nothing is filled in for you, so start with Setup.

Set up grants

1. In the sidebar, go to Grants > Setup.
2. Set when A pay period starts on, the Length, the Default fringe %, and the Certification line. Click Save.
3. Add your programs and what each one is: program, management and general, or fundraising.
4. Add each grant: grant number, project, funder, award, match required, and term.
5. Add each grant's activity codes.

Split salaries

1. Open Grants > Allocation.
2. Add each employee with their Annual salary and Fringe %, then click Add row.
3. Split their time across programs to 100%.

Log grant time

1. Each person goes to My work > My Time (grants).
2. They enter hours by day for each grant and activity, and mark days off on the Absent row.
3. When the pay period ends, they sign it.
4. Supervisors approve from their Dashboard.

Check the budget

Open Grants > Budget vs Actual. Pick 2026 Budget-Detailed, then click Export to Excel (Detailed, Salaries, Public, Board).