The same manual that ships inside the app, made public so search engines, prospective customers and anyone curious can read it without signing in. Eleven chapters covering setup, daily work and the deeper integration story.
Set your unit labels and project labels first. Your wording flows through every screen.
Configure your organisation: name, units, project labels, fiscal year, Odoo connection.
Add users, assign roles, scope by unit. Magic-link sign-in, no passwords to manage.
Pick or build templates. Stages, budget categories, reporting cadence, detail lines.
Concept Note → Proposal → Assessment → Decision → Contract. Required forms and documents per stage.
From award to active. Currency, donor allocations, sub-grants, payment requests.
Implementing projects, allocations across units, per-project Odoo company override.
Cycle categories, detail templates, indirect % calculation, per-project edits.
Period generation, donor exports (EU PRAG today), refresh actuals from Odoo.
Three analytic plans, idempotency, sync log, connection health, troubleshooting.
Tenants, tenant labels, permission roles, audit logs, restore points.
Set your unit labels and project labels first. Your wording flows through every screen.
Detailed walkthrough for this chapter is in the in-app version of the manual. We're publishing the full text here in batches — if there's a specific topic you need, just ask and we'll prioritise it.
Configure your organisation: name, units, project labels, fiscal year, Odoo connection.
Detailed walkthrough for this chapter is in the in-app version of the manual. We're publishing the full text here in batches — if there's a specific topic you need, just ask and we'll prioritise it.
Add users, assign roles, scope by unit. Magic-link sign-in, no passwords to manage.
Detailed walkthrough for this chapter is in the in-app version of the manual. We're publishing the full text here in batches — if there's a specific topic you need, just ask and we'll prioritise it.
Pick or build templates. Stages, budget categories, reporting cadence, detail lines.
Detailed walkthrough for this chapter is in the in-app version of the manual. We're publishing the full text here in batches — if there's a specific topic you need, just ask and we'll prioritise it.
Concept Note → Proposal → Assessment → Decision → Contract. Required forms and documents per stage.
Detailed walkthrough for this chapter is in the in-app version of the manual. We're publishing the full text here in batches — if there's a specific topic you need, just ask and we'll prioritise it.
From award to active. Currency, donor allocations, sub-grants, payment requests.
Detailed walkthrough for this chapter is in the in-app version of the manual. We're publishing the full text here in batches — if there's a specific topic you need, just ask and we'll prioritise it.
Implementing projects, allocations across units, per-project Odoo company override.
Detailed walkthrough for this chapter is in the in-app version of the manual. We're publishing the full text here in batches — if there's a specific topic you need, just ask and we'll prioritise it.
Cycle categories, detail templates, indirect % calculation, per-project edits.
Detailed walkthrough for this chapter is in the in-app version of the manual. We're publishing the full text here in batches — if there's a specific topic you need, just ask and we'll prioritise it.
Period generation, donor exports (EU PRAG today), refresh actuals from Odoo.
Detailed walkthrough for this chapter is in the in-app version of the manual. We're publishing the full text here in batches — if there's a specific topic you need, just ask and we'll prioritise it.
Three analytic plans, idempotency, sync log, connection health, troubleshooting.
Detailed walkthrough for this chapter is in the in-app version of the manual. We're publishing the full text here in batches — if there's a specific topic you need, just ask and we'll prioritise it.
Tenants, tenant labels, permission roles, audit logs, restore points.
Detailed walkthrough for this chapter is in the in-app version of the manual. We're publishing the full text here in batches — if there's a specific topic you need, just ask and we'll prioritise it.