Services · Scale-Up

ERP Grants, Projects and Donor Reporting User Manual

EUM04

Documents project/grant set-up, budget uploads, donor codes, project expenditure reporting, grant monitoring reports and user responsibilities.

What changes

Stronger grant tracking in the ERP, improved donor reporting data and fewer project-coding errors.

What you get

ERP grants, projects and donor reporting user manual EUM010
Quick reference guides for project set-up and budget upload EUM011
Grant and project validation checklist EUM012

What has to come first

Configured ERP with grant and project module live Required

Module must be live (via PDA modules or an existing system)
EUM01ERP General Ledger and Chart of Accounts User Manual Recommended

GL and COA manual so project coding aligns with the ledger and dimensions
NAHNeeds Assessment Report - National Head Quarters or NABNeeds Assessment Report - Branch/District Recommended

Needs assessment identifies ERP-use gaps

Who is involved

From the National Society's side. This is what the engagement asks of your people.

Your own staff work alongside the adviser throughout, so this is a commitment of their time as well as the Centre's. Ask in the request and you are given the day estimate per role before anything is signed.

Role	What they do
HNS Finance Director	Owns grant tracking and donor reporting data
HNS grants and project finance staff	The manual users
HNS programme managers	Read project reports, own delivery
HNS ERP or system administrator	Sets up projects, donor codes, budget structures
Back donor	Relies on the reporting data, where applicable
GFDC delivery team	Drafts and advises

How it is measured

Indicator	Target	Evidence
Grant and project user manual approved and issued	Approved within 7 weeks of kick-off	Approval record; issued manual
Procedures validated against the live system	100% of documented procedures	Validation checklist signed off
Grants and project finance users trained on the manual	100% of grant and project users	Training record
Donor reports produced from the ERP without manual rework after first cycle	Rising against the pre-manual baseline	ERP grant report run log; rework note

Tools

2 of 3 ready to download. The rest are in development and listed so you know they are coming.

EUM010 ERP grants, projects and donor reporting user manual Template In development
EUM011 Quick reference guides for project set-up and budget upload Template DOCX
EUM012 Grant and project validation checklist Template DOCX

Standards

COSO Internal Control - Integrated Framework
COSO Enterprise Risk Management (ERM) Framework
HNS ERP vendor documentation and configuration

Describe the problem, not the service

You do not need to know which of the 124 to ask for.

Request support