With the Reporting & Monitoring module, as a funding organization, you can continue supporting funded projects in a structured way even after approval. In the new ‘Implementation’ tab, you can plan key implementation steps, request reports, store agreements and keep track of deadlines and obligations.
This allows you to centralize all relevant implementation-related information directly in Grant Management – without additional Excel sheets, email threads or other workarounds.
Where can I find the ‘Implementation’ tab?
You can find the ‘Implementation’ tab in the detail view of a grant request.
Open the desired grant request in the detail view. In addition to the existing sections, the new ‘Implementation’ tab is now available there. This is where you manage all elements relevant to supporting an approved or ongoing funded project.
Here you will find the ‘Implementation’ tab.
Creating and editing elements in the ‘Implementation’ tab
In the ‘Implementation’ tab, you can create as many elements as needed from four different types:
Milestones, to make key stages of a project visible
To-dos, to plan concrete tasks or upcoming steps
Reports, to request and document progress and results
Agreements, to store binding documents including PDFs and signature processes
Each element includes a title, a date and a description. The title and date are mandatory when creating elements. When creating an agreement, you must also upload the agreement document before the element can be created.
This creates a clearly structured roadmap for the implementation of a funded project.
This is where you create milestones, to-do lists, reports and agreements.
Creating milestones
Milestones allow you to document important project stages, such as the project launch, an interim review or the completion of a project phase.
How to create a milestone:
In the ‘Implementation’ tab, click ‘Create’.
Select the type ‘Milestone’.
Enter a title (e.g. ‘Project launch’ or ‘Interim evaluation’).
Define a date.
Optionally add a description.
Save the milestone.
The milestone automatically appears in the shared funding network in the ‘Dates’ tab and is visible there to applicants (read-only). Reminders are activated automatically and sent to all network members one week before the defined date.
Creating to-dos
To-dos help you plan concrete tasks and next steps. These can be internal tasks or upcoming steps relevant to project support.
How to create a to-do:
In the ‘Implementation’ tab, click ‘Create’.
Select the type ‘To-do’.
Define the title, date and description.
Enter the sub-steps.
Save the to-do.
In the funding network, the to-do is displayed in the ‘Dates’ tab and the sub-steps can be ticked off there. Reminders are also activated automatically and sent one week before the defined deadline.
Planning and requesting reports
Reports are a central element of project support. You can create them with or without a Reporting Form.
Report with Reporting Form
From Partner Plus onwards, an individualized Reporting Form can be linked to reports and applicants can complete and submit it directly in the funding network. The form is defined once per grant request form and can be reused multiple times within a project – for example for annual interim reports or phase-based reporting.
How to create a report with a form:
In the ‘Implementation’ tab, click ‘Create’.
Select the type ‘Report’.
Enter a title (e.g. ‘Annual Report 2026’).
Define the due date.
Optionally add a description.
Save the report.
As soon as you have saved the report and created a shared funding network, it appears in the network under the ‘Dates’ tab and the applicant can complete and submit it there. All network members are automatically reminded one week before the due date. Once the report has been submitted, all members are notified by email, the information becomes visible to everyone in the network and the report is marked as completed. The submitted report is also stored in the ‘Documents’ tab.
Report without Reporting Form
If you do not want to provide a structured Reporting Form or if no form is linked, you can create a to-do for the submission and applicants can upload the report in a network post and subsequently mark the to-do as completed.
Storing and digitally signing agreements
With the ‘Agreement’ element type, you can store agreements directly within the grant request. A PDF can be uploaded and digitally signed afterwards.
Simple electronic signatures (SES) and advanced electronic signatures (AES) are available for signing.
Simple electronic signature (SES)
An SES confirms that a person has consciously signed an agreement electronically – for example by clicking a signature button. It is suitable for many funding processes where no formal identity verification is required. The widely used DocuSign signature is generally considered an SES. SES is sufficient for most electronic applications.
Advanced electronic signature (AES)
An AES offers stronger security: the signing person has been clearly identified and the signature is uniquely linked to that person. In Spheriq, an AES is automatically used when users are verified on the platform.
Qualified electronic signature (QES)
A QES is the strictest legally recognised form of electronic signature. It is legally equivalent to a handwritten signature and requires qualified identity verification by a recognised trust service provider, which involves significantly more effort for users.
How to create an agreement:
In the ‘Implementation’ tab, click ‘Create’.
Select the type ‘Agreement’.
Enter a title and a date.
Optionally add a description.
Upload the corresponding PDF document.
Save the agreement.
In the funding network, the agreement appears as a separate entry in the ‘Dates’ tab. All members can sign it there via the ‘Sign’ button. Signatures are documented with name, date and time of signature.
Editing elements
Elements in the ‘Implementation’ tab can be flexibly adjusted there by clicking ‘Edit’ on the respective element, as long as no action has yet taken place. This means that the title, date and description can still be edited as long as the respective element has not yet been processed further, submitted or signed.
Here you can edit the individual elements as long as no action has been taken yet.
To delete an element, also click ‘Edit’ and then ‘Delete’ in the module that opens.
You can delete an item here.
Collaboration via the funding network
The Reporting & Monitoring module is closely linked to the connected funding network. Milestones, tasks, reports and agreements automatically appear there as separate, clearly labelled elements in the ‘Dates’ tab. This also supports reminder functions and collaboration with applicants.
The elements created are displayed here in the shared network.
Applicants can complete and submit reports directly in the network. After submission, all participants are informed and the report is stored in the document section. Agreements can also be digitally signed directly within the network.
Creating an individual Reporting Form
The individual Reporting Form is created using the same form builder as the grant request form. You can define your own questions and settings.
How to proceed:
Log in to spheriq.ch and click ‘Grant requests’.
Open the editing mode of the grant request forms.
Select the desired grant request form.
Open the ‘Reporting’ tab.
Add the required questions and notes.
Save your changes.
The linked Reporting Form can then be used for the corresponding report elements in the ‘Implementation’ tab.
In the ‘Reporting’ tab, you can save a customized reporting form for each application form.
Note: Individually configurable Reporting Forms are currently available from Partner Plus onwards and the feature must be activated by Spheriq. A standard Reporting Form available from Partner level is planned.
What are the benefits of the Reporting & Monitoring module?
With the Reporting & Monitoring module, you can support funded projects throughout their entire lifecycle in a structured way on one platform.
The key benefits:
All implementation-related information in one place
Fewer media disruptions and less coordination effort
Clear responsibilities, deadlines and next steps
Structured reporting directly within the funding process
Digital agreements and signatures without external workarounds
More transparency for funding organizations and applicants
This ensures that applicants always know what is expected and when, while funding organizations maintain a clear overview of progress, obligations and next steps.