Advanced Features

A map of everything beyond the basics.

Excel, CSV and Google Sheets imports; report and evidence exports.

Project-per-grant, template reuse and cross-project views.

AI on/off, credits, own provider, and AI Writing Style.

How checks, gaps and the report gate stay current.

How roles interact with projects, seats and approvals.

Invite, assign, change roles and offboard.

Understand linked Drive files vs imported records.

Tips for extraction, review, versions and donor-native output.