1. Overview

Before you read on — set your terminology. The whole manual is rendered with your organisation's wording. Open Organisation › Overview and set the two label fields once:
  • Organisational units label — what you call your implementing offices ("Country office" / "Implementing office" / "Programme" / …). Currently rendered as Organisational units.
  • Projects label — what you call the executing entities under a grant ("Project" / "Programme" / "Country budget" / …). Currently rendered as Projects.
Once saved, every screen — sidebar, breadcrumbs, modals, AND this manual — reflects the terms your team actually uses. Reload the manual after changing to see the updated wording.
Heads up: at least one label is still on the platform default. Worth setting before training new admins.

togrant.com is your donor-facing grant management surface. It sits alongside Odoo: togrant.com owns the donor view (applications, awards, budgets in the donor's structure, reports), Odoo owns the bookkeeping (journal entries, supplier invoices, payments). The two stay in sync through three analytic plans.

The three layers

  • Application — the funding request before a decision (Concept note → Proposal & Budget → Assessment → Decision → Contract).
  • Grant — what an application becomes after Award. Carries the donor contract, period, currency, and budget.
  • Project — the executing entity in Odoo. One grant can have one or more projects (e.g. one per country office for a multi-country EU grant). Each project lives in a specific Odoo company.

The three Odoo analytic plans

PlanWhat lives hereCreated by
Plan 1 — ProjectOne account per togrant.com project (e.g. EU-ACME-Ethiopia-2026).Project sync (F2)
Plan 2 — Donor budget lineOne account per budget category on the cycle (e.g. HR Human Resources, PERS Personnel costs).Budget sync (F3 + F9-E)
Plan 3 — Donor budget detailOne account per detail row (e.g. HR/1.1.1.a Country Director).Budget sync (F6-C)

When your bookkeeper posts an invoice in Odoo, they pick one value from each plan. togrant.com reads back the analytic lines and rolls them up into the donor view via Refresh actuals.

Mental model. togrant.com is the specification of the grant; Odoo is the execution. Edit budgets in togrant.com and push to Odoo; let Odoo accumulate actuals and pull them back to togrant.com.
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