Research grant management software for universities and institutions
Run research grant administration from proposal through closeout, with multi-PI collaboration, post-award reporting and the budget on one ledger.
Illustration of an award ledger for a research grant: budget categories with budgeted, spent and remaining amounts.
Award ledger
Coastal Resilience Study · $1.2M · Year 2 of 3
Budget
$1.20M
Spent
$684K
Committed
$212K
Remaining
$304K
| Category | Budget | Spent | Remaining |
|---|---|---|---|
| Personnel | $620K | $402K | $218K |
| Equipment | $180K | $174K | $6K |
| Travel | $40K | $18K | $22K |
| Supplies | $150K | $75K | $75K |
| Indirect (52.5% MTDC) | $210K | $115K | $95K |
From proposal through review and award to closeout, with the budget and every report on one record.
The lifecycle
Complete research grant lifecycle management
From proposal submission through grant closeout, specialized tools for managing research grants, keeping them compliant and tracking what the research produced.
- Proposal managementInternal proposal submissions, institutional review, budgets and justifications, and proposal status through submission.
- Signed award documentsAward and acceptance documents sent for legally recognized e-signature through DocuSign.
- Multi-PI collaborationMultiple principal investigators, institutional roles and responsibilities, and multi-site projects coordinated in one record.
- Research milestonesProgress, milestones, deliverables and timeline adherence tracked through the grant period.
- Research outcomesActivities, outputs and outcomes recorded across reporting periods, so the record shows what the research produced.
- Grant reportingProgress reports, financial reporting, final reports and renewal applications with the data collected as you go.
Illustration of a proposal tracker: internal proposals with their institutional review status.
Proposals
Office of Sponsored Programs · FY 2027
- Urban Heat and HealthDr. Chen · $850K · NIH R01Institutional review
- Coastal Resilience, Phase 2Dr. Okoye · $1.4M · NSFReady to submit
- Rural Broadband OutcomesDr. Patel · $320K · FoundationBudget justification
- Microplastics in EstuariesDr. Ruiz, Dr. Larsen · $2.1M · multi-PISubmitted
Compliance
Research compliance, recorded on the award
A research award comes with reports to file and documents to keep. The platform collects each requirement after the award, keeps the documents with it and logs every change, so the record holds up without a second system.
- Post-award requirementsProgress reports, acceptance forms and other requirements collected after the award, tracked like the proposal was.
- Documents on the recordAgreements, guidelines and reports kept in one current version.
- Access by roleEach PI, reviewer and administrator sees only the programs they are allowed to touch.
- Audit trailEvery change documented, exportable for audit.
Illustration of a research award compliance record: reports due, signed documents, who has access and the audit trail.
Compliance
Coastal Resilience Study · Award record
- Progress report, Year 2Due Oct 30
- Financial report, Year 1Received Jul 12
- Award agreementSigned through DocuSign
- Access4 people on this award
- Audit trail61 events · last: budget reallocation
Phoenix
The budget question, answered from the ledger
How much of an award is left and where. Which proposals are due this month. Which progress reports are overdue. Phoenix Copilot works out what to pull, reads every record rather than a sample, and builds the answer from what it found, with the place each figure came from.
It does the work as well as the reading. Add a milestone to a proposal, set a spending threshold, move a set of proposals to institutional review: describe the outcome and it shows you the result before it lands. Every change waits for your yes.
Grant and scholarship reporting with CopilotIllustration of Phoenix Copilot answering how much of a research award budget is left, by category.
$304K of $1.2M remains with 14 months to run. Equipment is nearly spent; personnel has room:
| Category | Remaining | Burn |
|---|---|---|
| Personnel | $218K | on pace |
| Indirect | $95K | on pace |
| Supplies | $75K | on pace |
| Travel | $22K | under |
| Equipment | $6K | 97% spent |
Want me to draft the budget reallocation request from travel to equipment for the PI to review?
Ask Phoenix Copilot…
Who runs research funding on it
Universities, medical centers, research institutes and government labs run their research grant portfolios on CommunityForce.
Finding the funding is the other half. Grant discovery ranks every open federal program on Grants.gov and every US foundation’s 990 filings against your funding profile.
Universities and colleges
Institutional research grants, sponsored research programs and faculty research across every discipline.
Examples: R1 universities, medical schools, engineering schools
Research institutes and centers
Research portfolios, multi-investigator projects and collaborative initiatives across institutions.
Examples: medical research centers, national labs, think tanks
Healthcare and clinical research
Clinical trials, multi-site studies, regulatory compliance, and patient enrollment and outcomes tracked.
Examples: academic medical centers, hospital systems, clinical research organizations
- 165M+
- Applications processed
- $569M+
- Awarded through the platform
- 200+
- Organizations
FedRAMP certifiedSOC 2 Type IISection 508 accessible