The programme, and the report it produces

Logframe and indicators

Goals, outcomes, outputs and activities with the indicators that measure them. Baselines, targets, frequency and aggregation are set once.

Who uses it: M&E Officer, Project Manager

In practice

• ✓Import an existing logframe from Excel, CSV, text or Google Sheets; parents and codes are resolved for you.
• ✓Enter each indicator value once per reporting period, with the previous period's value suggested.
• ✓Archive an indicator instead of deleting it once it has values, so history stays intact.

Activity capture

A record of what happened, when, where, and with whom, entered by the person who did the work.

Who uses it: Field Officer, Project Manager

In practice

• ✓Record the date, place, participants (with breakdowns) and a narrative. A record can cover a date span.
• ✓Dictate the narrative with the microphone button; the form fills in date, place and people only from what the words state.
• ✓A finished record is kept on the device and sent when the connection returns.
• ✓Managers accept, send back or reject records, one at a time or in bulk.

Data Center

Every indicator value across every reporting period, in one sheet, with the charts drawn from it.

Who uses it: M&E Officer, Grants Officer

In practice

• ✓See all periods side by side, by period or as a list.
• ✓Download the sheet to Excel or CSV, change the values, and import it back.
• ✓The import shows every change before it applies. A problem in any row blocks the whole import, and an empty cell never clears a stored value.
• ✓Draw charts from the data; a chart added to a report is a snapshot that you update when you choose.

Evidence library

Documents, photos and records, linked to the activities and indicators they prove.

Who uses it: Field Officer, Compliance Officer

In practice

• ✓Keep files in your own Google Drive (linked files do not count toward storage), or upload them to managed storage.
• ✓The text of each file is read so drafts can cite it, and the cited text is fingerprinted so a later change to the source can be detected.
• ✓Link a file to an activity or an indicator value, and mark it verified.
• ✓Export an evidence pack as a ZIP with a README that names any file that could not be included.

Team and roles

Seven roles, so each person sees and changes only what their job needs.

Who uses it: Admin, Project Manager

In practice

• ✓Admin, Project Manager, M&E Officer, Grants Officer, Field Officer, Compliance Officer and Viewer.
• ✓Invite people by email. Invited and suspended members count toward your seats.
• ✓Viewers can browse and export but cannot edit, approve or use AI credits.
• ✓My Work gives each person one queue across all their projects.

Donor templates

The donor's required structure, loaded once and reused across the grants that share it.

Who uses it: Grants Officer, M&E Officer

In practice

• ✓Upload Word, PDF, text, Markdown, Excel or CSV.
• ✓DonorDesk extracts the sections, their instructions, mandatory questions, evidence needed, required tables and page limits.
• ✓Review and approve the extracted structure. Every edit is kept as a version.

Sourced AI drafting

Drafts for each section, written from your activities, indicator values, evidence and story inputs.

Who uses it: M&E Officer, Project Manager

In practice

• ✓Each statement shows where it came from.
• ✓Tables, charts and comparisons are built from verified data. The AI writes only the prose.
• ✓A figure in the text that is not in your inputs is rejected and regenerated. If it still fails, the section falls back to plain text and says why.
• ✓Add the context numbers cannot give: achievements, challenges, variances, lessons.

Reporting periods and roll-ups

Monthly, quarterly, semi-annual, annual, final and custom periods, with roll-up reports for the whole project.

Who uses it: Project Manager, Grants Officer

In practice

• ✓Semi-annual, annual and final reports show life-of-project totals and percent of target.
• ✓A report is compared only with reports of the same type.
• ✓An approved report can be reopened for changes, with a reason, and approved again.

Compliance checklist and readiness

Every requirement from the donor's template and the project's rules, with what is still missing.

Who uses it: Compliance Officer, Grants Officer

In practice

• ✓Items that data settles close on their own, such as a verified procurement document.
• ✓Items that need a decision stay open until a person decides them.
• ✓Readiness is shown by stage: drafting, review and submission. Each blocker says what to do next.
• ✓A confidentiality check blocks submission while it is open or while a restricted source is cited.

Report editor

A document you edit in place, with the sources and the open questions beside it.

Who uses it: Everyone who writes or reviews a report

In practice

• ✓Edit headings, lists, quotes, tables and links as in a document.
• ✓Statements that need a decision are flagged with the reason.
• ✓Comment on a section; the people concerned are notified.
• ✓Insert a table or chart from the Data Center into a section.

Review, approval and export

A report moves from draft to review to approval to submission, with people deciding each step.

Who uses it: Project Manager, Admin, approvers

In practice

• ✓A project can require a second approver; the author cannot approve their own report unless the rule allows it.
• ✓The submitted file is a sealed snapshot, so it cannot drift from what was approved.
• ✓Export to Word, PDF, Excel (indicator tables) and ZIP (evidence packs).
• ✓Export a watermarked internal copy at any stage for review.