--- title: "The Grant Lifecycle: Stage 3 – Reporting" description: "Now that you’ve won the grant, the next stage is setting up what needs to happen to meet the obligations to the funding body, and to kick off the work for the project. 🙋🏻‍♀️ Reminder: While all team" --- [Skip to content](https://support.surepact.com/the-grant-lifecycle-stage-3-reporting-1#main-content) English Show submenu for translations [Submit a ticket 🎫](https://support.surepact.com/kb-tickets/new?hsLang=en) [Customer portal](https://portal.surepact.com/tickets-view?hsLang=en) ![0224\_Surepact\_Logo-Primary-1.png\]](https://support.surepact.com/hs-fs/hubfs/0224_Surepact_Logo-Primary-1.png?height=43&name=0224_Surepact_Logo-Primary-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Submit a ticket 🎫](https://support.surepact.com/kb-tickets/new) - [Customer portal](https://portal.surepact.com/tickets-view) - Visit our website! Visit our website! Hello. 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[Grant Management & Reporting](https://support.surepact.com/grant-management-reporting?hsLang=en) # The Grant Lifecycle: Stage 3 – Reporting Now that you’ve won the grant, the next stage is setting up what needs to happen to meet the obligations to the funding body, and to kick off the work for the project. - For the funding body, this could include specific reporting dates to release funding. - For the recipient, this could be financial acquittals that need to occur. **🙋🏻‍♀️** ***Reminder:** While all team members can view and interact with fields in all steps, the ability to edit fields on each step depends on [user permissions](https://support.surepact.com/member-roles-and-responsibilities?hsLang=en).*   At the top of this step, you can view, edit, or [create links](https://support.surepact.com/managing-records?hsLang=en) between this grant and projects, contracts, or portfolios.  ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10763865443983-3.png) **💡 *Tip:*** *Links can also be set up in [Stage 1 – Grant Overview](https://support.surepact.com/the-grant-lifecycle-stage-1-grant-overview-1?hsLang=en).*   If this grant requires no deliveries, scroll to the bottom, and click **No Deliveries to be Completed**, which will move you to [Stage 4 – Closeout](https://support.surepact.com/the-grant-lifecycle-stage-4-closeout-1?hsLang=en). ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10763865444367-3.png)   Assuming the grant does involve deliveries (as most do), scroll back up to get started.    The first section is [Planned Activities](https://support.surepact.com/planned-activities-1?hsLang=en), listing the “to do” items that need to be done in order to complete milestones. ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10763857091855-3.png)   Next comes [Milestones](https://support.surepact.com/milestones-1?hsLang=en), configured to correspond with the reporting requirements. Each milestone is a record of submitted reports and documents, with monetary claim values.   ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10763865445135-3.png)   The [Progress Claims](https://support.surepact.com/progress-claims-1?hsLang=en) table lists the associated costs involved with completing a milestone or planned activity.  ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10763865445775-3.png)   And finally, we have [Acquittals](https://support.surepact.com/acquittals-1?hsLang=en). An acquittal acts as the final financial reconciling for the funds received from milestones.  Acquittals show where every cent of grant money has gone, as a balance against funds received.  ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10763857092751-3.png)   For the **Reporting** stage to be considered complete, all planned activities must have **Completed** status. This means that a completion date must be entered for each activity. ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10763857093135-3.png)   In addition, all milestones, progress claims, and acquittals must have **Approved** status. ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10763865464719-3.png)   When the **Delivery** is complete, scroll all the way down and click **All Deliverables Submitted**.   ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10763865469711-3.png)   Congratulations – the hard part of the grant is over! Now you’re ready for the last part: [Stage 4 – Closeout](https://support.surepact.com/the-grant-lifecycle-stage-4-closeout-1?hsLang=en). - [Getting Started (For All Users)](https://support.surepact.com/getting-started-for-all-users?hsLang=en) - [Funding Programs (For Grantmakers)](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#main-content) - [Creating & Managing Funding Programs](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#creating-managing-funding-programs) - [Application Round(s) Setup](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#application-rounds-setup) - [Application Review, Allocations, Funding Agreements](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#application-review-allocations-funding-agreements) - [Program Delivery and Reporting](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#program-delivery-and-reporting) - [Funding Opportunities (For Applicants & Recipients)](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#main-content) - [Applying for a Funding Opportunity](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#applying-for-a-funding-opportunity) - [Tracking & Managing Applications](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#tracking-managing-applications) - [Grant Management & Reporting](https://support.surepact.com/grant-management-reporting?hsLang=en) - [SurePact Records](https://support.surepact.com/surepact-records?hsLang=en) - [Portfolios](https://support.surepact.com/portfolios?hsLang=en) - [Projects & Contracts](https://support.surepact.com/projects-contracts?hsLang=en#main-content) - [Project Management](https://support.surepact.com/projects-contracts?hsLang=en#project-management) - [Managing Contracts Within Projects](https://support.surepact.com/projects-contracts?hsLang=en#managing-contracts-within-projects) - [Risk, Compliance & Asset Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#main-content) - [Risk & Issue Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#risk-issue-management) - [Asset Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#asset-management) - [Administration & System Setup](https://support.surepact.com/administration-system-setup?hsLang=en#main-content) - [External Assessors](https://support.surepact.com/administration-system-setup?hsLang=en#external-assessors) - [Common Processes](https://support.surepact.com/common-processes?hsLang=en) - [Release Notes & Support](https://support.surepact.com/release-notes-support?hsLang=en#main-content) - [What's New in Version 6?](https://support.surepact.com/release-notes-support?hsLang=en#whats-new-in-version-6) - [What?! 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