Hi,
Can I Know how you work with Grants in Tessitura? Do you track and happy grants within Tessitura? if not, what software do you use, and are they integrated?
We currently use an excel sheet to track the grants and we would like to bring everything within the tessitura. Our EDU and Finance wants to apply grants to the order within the tessitura, are there any organizations that follow that?
please advise
I am our resident grantwriter and do all my tracking in Tessitura. Plans for each RFP and steps to track the various deadlines. I also created a few custom step types (e.g. "contracting") to keep tabs on various other components. Like others, I keep the documents themselves in our SharePoint file server.
I also have "Research" steps which say things like "Look for RFP" scheduled for around the time I know the RFPs generally come out.