640 results found
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Organization Merge History
From what I can tell, there is no way to indicate if a request is from an organization that was merged into another organization or if it was originally from the final organization. Currently, for applicant funding history (which we provide in a Merge Document) to our grant reviewers, we have to manually go through each request and figure out which was for Org A and which was for Org B. If our current staff ever leave, this knowledge will be lost or buried in the Comments tab. Is there a simple way to see this?
4 votes -
Sub-subtotals in Tables
The addition of the subtotal function within tables is great, but more is needed for it to be compatible with my workflow. In particular, I would like to be able to have a subtotal that captures other subtotals.
For example, I have one grant that has three funding categories, and one non-funding category. I can subtotal each of the three funding categories, but it won't let me then see a subtotal of those three added together, only the total of the three funding categories plus the non-funding category (which I also need, but I want to see both). Otherwise I…
1 vote -
installment
'Installment' should be a field option that can auto-populate in GLM - email templates. We fund multi-year grants and it would be helpful to include both the total amount awarded as well as the installment amount.
4 votes -
Better tables with predefined choices for columns.
Often I have a series of yes/no questions that might be easier or less intimidating to an applicant if they were in a single table. While I know that I can create that using a drop down menu, it would require less of the system, and potentially move faster if it were a choice for a column setting. The same concept (creating a column setting) would also be useful to number rows that data is entered in.
1 vote -
Make merging documents as easy as using merge for batch emails
Please make merging documents as easy as using merge for batch emails. It's ridiculous after all these years that the workflow for doing this is still so clunky.
1. download the field codes
2. make sure you no to answer "No" when the popup comes up
3. copy and paste the codes into the template in Word
4. upload the template
5. go to Requests and Decisions and search for the appropriate requests and decisions, and
6. create the documents.1 vote -
Make "Request History" reportable
Please make "Request History" a reportable field. For example, if I want to know who approved a crop of our requests, I have to go to each individual request and check the history. This is something we should be able to grab quickly.
1 vote -
Include Applicant/User Registration information as a shared question
It would be helpful for grant agreements to be able to have the organization and user registration information available to populate the agreement form. Otherwise they need to be entered again to have a stand-alone document.
1 vote -
Shared ANSWERS within an application
It would be helpful to have answers that were selected earlier from a drop down list be able to carry over to another part of the application.
Totals from tables carrying over to a budget summary table would also be useful.1 vote -
Tax Class from GLM to CSuite
I'm not sure if this is a CSuite or a GLM idea. Why isn't the tax class field a standard field in GLM so when you sync the grant you do not have to remember to edit the profile? We end up with a lot of agencies without a tax class when it is time to run the 990 reports. Very time consuming.
1 vote -
Formula Fields Breaking Date Recognition in Reporting
Hi Idea Lab! I'm having an ongoing issue when it comes to creating reports that have a date field that has been modified with a formula. E.G., I have grants that have an "Award Period End Date" and a "Amended Award Period End Date" for those that have been extended. In reporting, I can configure it so that I see one column that displays the original end date is if it has not been modified, or an amended end date is if it has been modified. However, even though I specify the output as a date field, the reporting feature…
2 votes -
Filter Processes
I would like to be able to filter the list of processes in Process Manger by 'Process Name', 'Visibility', 'Start Date', and 'End Date' (like it is possible to filter columns in an excel workbook)
4 votes -
Running Total in Evalutation Form
It would be beneficial if evaluators could track the approved grant amount per organization while they are evaluating the applications. Having an in-system ability to track the running total amount of funds being granted would decrease the chance of the evaluators going over or under the total budget allotted for the whole grant cycle.
1 vote -
Document viewer hyperlinks
Hyperlinks are not clickable in the document viewer. Which means I would need to download the file to access links (defeating the purpose of the document viewer). Being able to click to links right from the document viewer would help streamline our work.
2 votes -
GLM Applications synced to CSuite as an attached file
PDF of successful GLM applications are synced over to CSuite when grant awards are made, living under "Attached Files" in the grant record
3 votes -
Primary contact
Hello, I know that this has been proposed once. I'd like to be able to have an option of not choosing a primary contact for the organization. In cases where different departments are involved with different projects a primary contact sometimes creates confusion on follow-up/reporting forms. Appreciate your advice. Thank you
1 vote -
Processes
Hello, I would like to suggest to add a function that will allow to re-order the filter for processes (not process manager). If processes have years currently the old processes will appear at the top and new processes at the bottom. And as we work more on new processes as older processes are almost complete, the function to re-order them will be very helpful. Thank you
3 votes -
Hide applicant followups on evaluator dashboard
We have quite a few users who act as both applicants and evaluators at different times. There is a lot of confusion when they log in and see their applicant followups (grant contracts, reports) on their evaluator dashboard. Many then end up filling out the forms from the evaluator dashboard, but then find they don't have an option to submit. Is there a way to just not have these followups show up on the evaluator dashboard?
1 vote -
UA- Assign evaluations for a reviewer across different processes
UA- Assign evaluations for a reviewer across different processes. We have randomized reviews for our UA applicants (usually 500 applicants) and 70+ reviewers. It is so time consuming to assign each evaluator to their 20 applicants (which can be 200+ unique processes for each evaluator).
This is similar to another idea, but I want to make sure it inlcdes UA too.
3 votes -
One collaborator for multiple organizations' requests
We have a very hands-on grant committee who wants to walk the applicants through the process with support to help them be successful in the grantmaking process. We're using the "collaborator" feature so the grant committee can provide feedback to the applicant before they submit their grant proposal. When Proxying in as the collaborator, the dashboard only shows the name of the project/program and does not show the name of the applicant organization until you click Edit to get into their application. My request is that the Dashboard shows the name of the organization per request also.
1 vote -
access code
Add the ability to add an access code to a universal application
1 vote
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