How can I use Excel XP to track Federal/State/Private Grants?
I am trying to find a means to track the different grants we get for our
research that also provides a means for our Executive Director to quickly view them for their status. I found a workbook at a non-profit website that has 3 sheets: (1) Expenses - this is an expense report form, essentially. We can add and subtract money to indicate when we spend or receive money. (2) Balance over Time - This is an X-Y line graph to depict money remaining versus money spent over the life of the grant. (3) Notes - Just a place with 2 columns - date and text, to write notes about the grant over time to help with writing the technical and financial reports required by the grantor. My initial idea was to use one workbook per grant and have the person in charge of that grant share it so the Executive Director could review it easily. Not bad, but I think it can be done smarter. Also thought of using Access to create a form to tie them together, but I am still a newbie at Access and it'd throw the staff for a loop unless it was very user friendly. Is there some way to tie together workbooks in one place for administrative review, and to add as we get new grants and retire those that are completed? TIA!! -- Mike Webb Platte River Whooping Crane Maintenance Trust, Inc. a 501 (c)(3) organization |
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