@Mia_Velasco, this setup is a dream!
And nearly aligns with the vision I had when creating the grant tracking template that’s available in Asana, so seeing this made my day! I might add a few of the following recommendations based on the current setup you have.
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For your Cultivation project, I recommending that you leverage our forms feature, and add a form to this project. This would allow you to decentralize the grant opportunity sourcing process. Whenever someone who is a supporter or employee that comes across a grant opportunity can easily submit it for your team to consider pursuing.
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For the Stewardship project, I would add start & end dates to each current funder task, so that you can easily spot see any upcoming gaps in funding when viewing this project in timeline view. We cant see any subtasks right now, but if there is a grant-reapplication window that begins before your current funding period comes to an end, then add that info as a subtask that’s assigned to the grant “owner”.
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If your nonprofit has a business account, create a single portfolio with all these trackig projects as well as individual grants currently in process. If you’re using the grant tracking template in Asana ,then each grant opportunity you are pursuing can be converted into a project, and the start & due dates, dependencies, custom fields (etc) can appear in timeline view and have status updates on their progress appear in this portfolio!
Just my two cents from the outside looking in, but I’d love to hear what else the community here has cooked up as well! Thanks for sharing @Mia_Velasco, this is fantastic! 