Form templates
How it worksUpload the Excel template you receive from IDHS or other funders. The system parses the file, identifies all editable fields and performance measures, and generates a fillable form inside the platform. Preparers fill it in here — then export as Excel to submit. Assign each template to one or more grants.
Upload new template from state
Drop the state template here or click to upload
Accepts .xlsx, .xls, .pdf, .doc, .docx · The system will parse fields automatically
All templates — 4 of 4
| Template name | Source file | Fields parsed | Status | Assigned to | Uploaded | |
|---|---|---|---|---|---|---|
HY PPR — Homeless Youth 14-page form · unique structure | HY_PPR_Q1_FY27.xlsx | Parsing… AI analysing 9 tables + 13 measures | Processing | Pending | Today · 2:14pm | ~2 min remaining |
PRTP — DBHR Standard Parts A · B · C · D · 4 tabs | DBHR_PRTP_v2.3.xlsx | 28 fields 15 measures · 8 Part B · 5 Part A | Active | Grants 1–12 | Jul 1, 2026 | |
PRTP — DBHR Extended (17 tabs) 850 CC MCRT · most complex | DBHR_PRTP_850CCMCRT.xlsx | 94 fields 17 tabs · 6 measure sets | Needs assignment | Not assigned | Jul 3, 2026 | |
PPR — Supportive Housing PPR only · ~8 grants | PPR_SupportiveHousing_FY26.xlsx | 12 fields Quarterly pivot table | Active | Grants 13–17, 18–19 | Jul 1, 2026 |