Benutzerhandbuch

Alles, was wir über togrant.com wissen.

17 Kapitel, die jeden Bildschirm und jeden Workflow in togrant.com abdecken — von der Zykluseinrichtung bis zu Geberberichten. Gleicher Inhalt wie das In-App-Handbuch auf my.togrant.com, mit generischen Bezeichnungen (Projekt, Organisationseinheit); in Ihrem Arbeitsbereich werden diese zu der Formulierung, die Sie in den Organisationseinstellungen gewählt haben.

Bereits Kunde? Das Live-Handbuch in Ihrem Arbeitsbereich bleibt mit Ihrer Konfiguration synchronisiert. Anmelden.

Lieber erst den gesamten Ablauf sehen? ▶ Den 3-minütigen animierten Rundgang ansehen.

Overview

How togrant.com sits alongside Odoo — three layers (Application → Grant → Project) and three analytic plans, no custom module.

Roles & permissions

What each role can do in togrant.com: organization admin, finance officer, programme officer, reviewer, light/portal.

Dashboard

The home page after sign-in — KPI tiles, recent activity and quick links.

Applications

Concept Note → Proposal & Budget → Assessment → Decision → Contract. Required forms + documents per stage.

Granted

Grants from award to active. Currency, donor allocations, sub-grants and payment requests.

Projects

Implementing projects under a grant — allocations across units, per-project Odoo company override, budget detail lines per project.

Reporting

Period generation, budget vs actuals, EU PRAG export, refreshing actuals from Odoo.

Organization Overview

Tenant settings — name, unit and project labels, fiscal-year start month.

Users

Add and manage team members, assign roles, approve pending requests, disable accounts.

Donors & partners

External organizations linked to your work — donors, partners, applicants. Type, country, contacts.

Organizational units

The renamable hierarchy axis under your tenant — country offices, programmes, departments. Settable label per tenant.

Grant cycle templates

Per-cycle stages, budget categories, detail templates and reporting cadence. Ten pre-loaded examples: EU PRAG, USAID, UN, FCDO, GIZ, Sida.

Odoo connection

How togrant.com talks to Odoo: standard XML-RPC, three analytic plans, idempotency keys, no custom module.

Sync log

Append-only audit trail of every Odoo API call — timestamps, entity, operation, idempotency key, status.

Integration health

Connection status per tenant — green/amber/red pill, 5-minute cron pings.

End-to-end workflow

The full lifecycle in one read — from cycle setup through donor report.

Troubleshooting

Common issues, fixes, and where to look in the sync log when something doesn't sync.