Introduction

This guide provides everything you need to start working in Ulysses. It is designed to help public agencies keep projects, programs, and the funding behind them in one portfolio, with shared workspaces and an audit-ready record. Ulysses enables grant offices, finance teams, program staff, and invited partners to manage capital projects and public programs funded by the general fund, bonds, special funds, and grants. Key benefits include:

One funding portfolio: Connect projects and programs to the awards and opportunities that fund them.
Trusted AI over your data: Ask questions and complete work against the same records your team already uses.
Shared workspaces: Bring agency staff and partners into one place with role-based access.
Interfaces for automation: Drive the same authenticated workspace from the CLI today, and MCP when it ships.

What you can see depends on your workspace role. Email support@tryulysses.com if you need help getting started.

What you can do with Ulysses

Start from a goal on Use cases. Some of these are live today; others are still on the roadmap.

See and plan your funding

See the portfolio, how each project is funded, and ask Ulysses about your records.

Find and win awards

Match Notices of Funding Opportunity (NOFOs) to your projects and programs.

Manage, respond, and report

Track awards after they arrive, and see which reporting work is still in development.

Bring work in and automate

Add a project, connect spreadsheets, or work from the CLI.

Find your way around

Page	What it’s for
Discover	Search available NOFOs, read the latest status of a project, or confirm awards approved by your city council or board of supervisors.
Projects	All your projects and programs. Open one to see its department, budget, dates, links, funding status, and capital stack.
Opportunities	Find the right federal and state Notices of Funding Opportunity (NOFOs) for your projects and programs.
Awards	Track award lifecycles, including obligations, drawdowns, reimbursements, and clawback warnings.
Connections	Add an external connection to project spreadsheets, verify data access, and manage sync jobs.
Datasets	Manage where your external data lives: projects, programs, and awards.
Workspace	Control workspace settings: your team, user permissions, department-level access, and more.

Join your agency’s workspace with an invitation, or sign up to create your own personal workspace. What you can see depends on your role in the workspace.

Start by role

City managers, county executives, and department heads: See your portfolio and funding status.
Grant offices: Match opportunities to your projects.
Finance teams: Learn how awards connect to projects and view project funding status.
Department staff: Create a project or program.
Consultants and community partners: Ask your agency for an invitation, or sign up on your own, then start with the Quickstart.
Developers and automation: Use the CLI.

Need help?

Email support@tryulysses.com.

Get started

Concepts

Interfaces

Guides