Grant Planner

The challenge

Horizon Europe project delivery is fragmented across spreadsheets, emails and siloed tools. Keeping work packages, tasks, deliverables, milestones, budgets, effort and risks aligned across partners is error-prone; dependencies slip, versions diverge, and reporting turns into a manual chase.

Who it is for

Project coordinators

Tracking across partners and tools lacks a single source of truth.

Limited visibility on status, dependencies and late deliverables
Version drift between plans, budgets and risk registers
Permissions and responsibilities unclear across organisations

Administrators

Periodic reporting is manual and error-prone.

Collecting effort, budget and outcomes from many contributors
Reconciling actuals versus plan for technical and financial reports
Maintaining a reliable audit trail for reviewers

Legal services

Compliance evidence is scattered when audits happen.

Decisions, risks and ethics approvals not centrally recorded
Data protection and consent documentation fragmented
Difficult to prove compliance with Horizon Europe rules

Project participants

Hard to find what to deliver, when, and with whom.

Latest plan, tasks and deadlines hidden across files and emails
Templates and instructions inconsistent between work packages
Onboarding new team members is slow and repetitive

Project management consultants

Every client uses different tools; oversight is costly.

No shared workspace to reduce coordination overhead
Limited cross-client visibility on deadlines and risks
Handovers at start/end of contracts are cumbersome

Key capabilities

Import proposal and initialize a project plan

From proposal to live project

Import a proposal from Grant Genius and turn it into a project, or start from scratch with ready-made templates.

Consortium directory with roles and contacts

Consortium hub

Centralize information about partners, roles, contacts and responsibilities in one place.

Multi-view planning

Share work packages, tasks, deliverables and milestones in list, table, Kanban and Gantt views for the whole consortium.

Progress and budget tracking

Track execution versus plan (deadlines, completion) and expenses versus budget (effort and costs).

Horizon Europe–compliant reporting

Produce periodic and final reports aligned with Horizon Europe requirements, with a clear audit trail.

How it works

01

Create or import

Create a new project or import your Grant Genius proposal to prefill work packages, tasks, deliverables, partners and budgets.
02

Invite collaborators & set roles

Invite teammates and partners; assign contributor or read-only access per work package, task or module.
03

Share the single source of truth

Use the consortium hub to share scope, responsibilities, deadlines, templates and documents.
04

Capture progress & costs

Enter expenses, staff effort and deliverable or milestone submissions on the go; monitor execution versus plan and budget.
05

Generate compliant reports

Create Horizon Europe–compliant periodic and final reports from live project data, with a clear audit trail.

Get a freebie

10 critical people management risks in Horizon Europe projects. Find out which people problems to monitor and how to be ready to react.

FAQ

What is Grant Planner?

Grant Planner centralises planning, execution and reporting for Horizon Europe projects.

What’s the added value of using Grant Planner?

It is your single source of truth for the consortium and a collaborative workspace to track execution and produce compliant reports.

Does it support consortium collaboration?

Yes — contributors and read-only roles with shared views for the whole consortium.

Can I work offline?

Yes — there’s an offline mode. Your changes sync when you reconnect, or on demand.

Is our data safe?

Yes. Data is hosted in the European Union and encrypted at rest and in transit. We are GDPR-aligned and built with European technology for strong data sovereignty.

Do you provide Artificial Intelligence (AI) features?

Yes — AI can help with proofreading, coherence checks and content suggestions for reporting. We use Mistral AI; in local mode, models run on your machine and no project content is sent to external servers.

Can I use Grant Planner for programmes other than Horizon Europe?

For now we support Horizon Europe only; other programmes are planned.

Can I export my reports in useful formats?

Yes — export to PDF for direct upload to the European Commission’s portal, or to DOCX for further editing.

Can I export reports directly to the EU Funding & Tenders Portal?

Not at this time. The European Commission does not allow direct export. Export your report as a PDF and upload it to the portal.

Do I own the intellectual property of the reports produced in Grant Planner?

Yes — you own your reports and project data. We don’t access your content, and it remains encrypted.

Am I locked in? Can I export my content?

No lock-in — export your project data and documents to JSON, CSV, DOCX or PDF and continue in your preferred tools.

Is there an API to access Grant Planner’s content?

Yes — we provide an API. See our API page for details.

Comparison: Grant Planner vs alternatives

Criteria	Grant Planner	Specialised tools (e.g., Trello)	General platforms (Asana, Jira, Monday)	Spreadsheets + Google Drive
From proposal to live project	✓	No import from Grant Genius; manual setup	No import; complex templates to adapt (not Horizon-specific)	Manual copy-paste from proposal; no linkage
Consortium hub	✓	Basic fields; no consortium directory	Possible via custom fields, but complex and not adapted to Horizon projects	Scattered sheets and docs; hard to keep in sync
Multi-view planning (list, table, Kanban, Gantt)	✓	Kanban mainly; Gantt via add-ons/power-ups	Available but requires heavy configuration/licensing; not Horizon-specific	No Kanban; Gantt is manual or via add-ons
Progress and budget tracking	✓	No native budget/effort tracking	Possible with significant customization; not ready for Horizon reporting	Manual formulas; error-prone
Horizon Europe–compliant reporting	✓	—	Not Horizon Europe–specific	Manual formatting; no audit trail
Notes and documents, connected (Grant Mind & Grant Hub)	✓	Attachments only; no structured link to project items	Attachments/integrations, but not tailored to Horizon workflows	Files spread across folders; no linkage to items

End-to-end Horizon Europe project planning and reporting.