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ProGran · Programme & Grants Operations

It doesn’t just track
your programmes.
It runs them.

ProGran runs your entire programme lifecycle — from Theory of Change to KPI tracking, budget allocation to compliance filing, partner follow-ups to impact reports. AI that doesn’t just store your data, but acts on it.

Book a DemoWatch Demo

Section 135 compliant. Built for Indian fiscal year, ₹ lakhs/crores formatting, Schedule VII categories.

Portfolio Overview

24 Programmes · Rajasthan +4 states · FY 2025-26

12% MoM
24
Active Projects
14
On Track
6
At Risk
CSR Budget₹2.4 Cr
Disbursed48%
Utilised34%
Unspent18%
Engagement TrendLast 6 months
JanFebMarAprMayJun
Projects Overview
Built forCSR DepartmentsCorporate FoundationsNGOs & Implementing PartnersM&E Teams
Core Capabilities

Everything your programme
team actually needs

Budgets, compliance, approvals, and partner monitoring — connected end-to-end so nothing falls through the cracks.

Budget Management

Activity-based budgets that think ahead

Activity-based budgets with quarterly tracking, automatic actuals from field data, variance alerts, and AI-powered calculations.

  • Activity Tree

    Sub-activity tree with Q1-Q4 breakdown

  • Automated Actuals

    Real-time updates when field submissions arrive

  • Budget Transfers

    Secure transfers with multi-level approval

  • AI-R Insights

    “What’s the burn rate for Rural Health in Q3?”

  • Unspent Tracking

    Monitors with 3+1 year aging rule

  • Custom Reporting

    Export to PDF, Excel, and custom dashboards

Budget

Swachh Vidyalaya Abhiyan · Year 1

+4.2%
Allocated
₹0.00Cr
Spent
₹0.00Cr
Variance
+0.0%
Activity Tree — Year 1
Infrastructure₹2.25Cr
Toilet block construction₹1.50Cr
Water systems₹75L
Training & BCC₹32L
Quarterly Spend₹0.00Cr
Q1₹0L
Q2₹0.00Cr
Q3₹0.00Cr
Q4₹0L
Intelligence Layer

Meet AI-R — the analyst
that never sleeps

One AI layer across your programme data — watching budgets, writing reports, and answering questions in plain English.

01

AI-R Budget Assistant

Your programme budgets are living, breathing things — actuals change every time a field officer submits data. AI-R watches them constantly. Ask it anything: burn rates, variance trends, overspend risk by quarter. It answers from real expenditure data, not approximations. When a programme crosses 90% spend in Q3 with a full quarter remaining, you’ll know before the finance team does.

R
AI-RBudget Analysis
You asked
“Show me all programmes where Q3 spend exceeds 90% of the annual budget”
0
flagged
₹0.0L
at risk
0%
peak spend
3 Programmes Flagged
Women’s SHG Livelihoods0%
Rural Nutrition Phase 20%
Tribal Education — Gadchiroli0%

Recommendation: Initiate ₹5L transfer for Women’s SHG before Q4 lock; flag Rural Nutrition for CFO review.

Portfolio Dashboard

The 30,000-foot view
your board needs

See every programme, budget, and KPI in one portfolio view. Filter by thematic area, status, or geography. Drill into any project without switching tools.

Multi-company support

Group subsidiaries each with independent CSR obligations. Consolidated portfolio across all entities.

RAG status at every level

Red/Amber/Green health cascades from KPIs to activities to pathways. See what’s at risk instantly.

Donor-ready reporting

Export programme summaries, utilisation certificates, and impact narratives in one click.

P
DashboardProjectsBudgetsFY 2025-26
Projects
0
Budget
₹0.0Cr
KPIs Met
0%
States
0
Quarterly Spend
Q1
Q2
Q3
Q4
₹0L₹0L₹0.0Cr₹0L
0%
KPI Achievement
0 / 221
On Track 192At Risk 29
Loading map…
Nashik District
Swachh Vidyalaya Abhiyan
Schools WASH48/50
Teachers142/150
Handwashing68%
Girl Absent.16% ↓
Budget
0%
₹2.4Cr / 2.5
Status
0
14 / 6 / 4
Themes
Edu
8
Health
5
WASH
4
Liveli.
3
CSR § 135
0.0%
By the Numbers

Built for the scale Indian
foundations operate at

96%

Less time on budget reconciliation

vs. quarterly Excel consolidation

13

CSR-2 sections auto-populated

One-click government filing

4

KPI types, zero manual entry

Auto-calculated from field data

₹0

Compliance penalties avoided

Real-time Section 135 tracking

In Practice

How a foundation runs Swachh
Vidyalaya on ProGran

Real-World Programme

Swachh Vidyalaya Abhiyan

Budget
₹12.45Cr
Duration
3 years
Location
Maharashtra
Schools
150

A CSR-funded WASH programme across Nashik, Ahmednagar, and Pune Rural districts. 42% of schools lacked functional girl toilets. 67% had no handwashing stations. The goal: construct WASH infrastructure in 150 schools, train 450 teachers, and reduce girl-child absenteeism by 40%.

SDGs: 4, 6, 3, 5Schedule VII: (i) + (iv)
How it flows through ProGran
1

Theory of Change

3 pathways mapped: Infrastructure, Behaviour Change, Girls’ Retention. 15 nodes linked to 15 KPIs.

2

Budget tree with quarterly breakdown

₹3.65Cr Year 1: Infrastructure ₹2.25Cr, Training ₹32L, MHM ₹25L, M&E ₹24L. Q1-Q4 spread loaded.

3

Field data flows in via Surve-R

Construction progress forms, teacher training attendance, WASH assessment surveys — all submitted from mobile.

4

KPIs update, budgets reconcile

“Teachers trained” ticks to 342/450. Budget actuals auto-populate. Handwashing compliance flagged amber at 62%.

5

Compliance dashboard stays green

Section 135 obligation tracked. CSR-2 form auto-populated. Donor report generated in one click.

The Relific Suite

ProGran works best
with its siblings

ProGran manages programmes. These products feed it the field data and volunteer hours that make your dashboards real.

Surve-R
Field Data
Today
0
↑ 18 vs yesterday
This week
0
of 1,000 target
Flagged
0
needs review
Submissions per day
This weekLast week
142 today
MonTueWedThuFriSat
Voluntee-R
Q3 Active
Volunteers
0
↑ 8% this quarter
Hours Logged
0
↑ 210 vs last month
CSR Value
₹0.0L
in-kind contribution
Volunteer hours logged
Hours
+1,280 hrs
JanFebMarAprMayJun
Surve-R

AI-powered form builder. 100% offline mobile data collection. GPS, photos, signatures, cascading dropdowns. Data flows directly into ProGran's KPIs and budgets.

Learn about Surve-R→
Voluntee-R

Corporate volunteering platform. Event management, hour tracking, skill matching, and impact attribution. Volunteer hours count as in-kind CSR contribution.

Learn about Voluntee-R→
FAQ

Common questions

ProGran automatically calculates your 2% CSR obligation from 3-year average net profit, tracks spending against Schedule VII categories, manages unspent amounts with the 3+1 year aging rule, handles set-off accounting for overspend, and auto-populates all 13 sections of the CSR-2 form. Multi-company support lets group subsidiaries close independently.

Yes. ProGran works standalone for budget management, compliance tracking, and workflow approvals. However, the real power comes from connecting it with Surve-R — when field data flows in, KPIs auto-update and budget actuals auto-reconcile. Most teams start with ProGran and add Surve-R when they’re ready for automated data collection.

Everything is built for Indian context. Fiscal year runs April to March. Quarters are Q1 (Apr-Jun), Q2 (Jul-Sep), Q3 (Oct-Dec), Q4 (Jan-Mar). Currency shows as ₹12,34,567 with lakhs/crores notation. Budget summaries use ₹29.4L or ₹1.2Cr. Demo data uses Indian names, states, and districts.

Workflows trigger on form submissions, budget transfers, or field conditions (e.g., "Amount > ₹5L"). You build them manually, with AI (describe in natural language), or visually with a flow diagram. Five approver types cover every org structure: Role-based, Named person, Hierarchy (skip-level), Dynamic (from form field), and Committee. Each step has SLA tracking and escalation.

It’s a visual canvas where you map your impact thesis — from Activities through Outputs to Outcomes to Impact. Each node links to KPIs and budget line items. Multi-pathway support means one activity can contribute to multiple outcomes. The health cascade shows you instantly when a failing activity threatens a connected outcome. Think of it as a live, data-connected version of the logframe you currently maintain in a Word document.

Each organisation gets an isolated PostgreSQL database (multi-tenant isolation). PII fields are flagged at the form level with automatic redaction for users without access. Children’s data has additional protections. Role-based access control (super, admin, project_manager, user) ensures people only see what they should. All AI processing happens via secured Anthropic API with no data retention.

Get Started

Your programmes deserve an operating system

Not another dashboard. A single AI platform that runs projects, tracks KPIs, manages budgets, files compliance, and follows up with partners — so your team can focus on impact.

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