Organization Application and Grant History column headings (Updated in 3.2.0)
Currently when I look at an organization’s “Organization Application and Grant History “ section this is generally what I see:
Date Project Name Type of Grant Status Grant Amount Paid Amount
3/24/2011 Local Roots Summer Concert Series One Time Follow Up Draft $2,700.00 $2,700.00
6/2/2011 Minnesota Sinfonia N/A Evaluations Assigned $0.00 $0.00
3/24/2011 Raku Firing with James Loso N/A Denied $0.00 $0.00
As we start getting more and more grants per organization it is getting harder to keep the applications a part. It would be nice if maybe there was a heading in this section that said “Process Name” At least then I could tell my project grant applications from my small capital grant applications and so on.
Idea posted June 9, 2011 by Angie Boecker, Central Minnesota Arts Board
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Chris Dahl commented
Hi Shannon & Angie,
Thanks again for the feedback. The idea of selecting a report field to display is popular and seems like it would be nice to do on a number of different grids. At this point, we have some UI cleanup that is nearly done though it will be about a month before it makes it to production as part of our 3.2.0 release. While it doesn't directly address the points you raise here, I think it will improve some of the look and feel on at least some pages. Depending on the feedback we get, the next step may be to squeeze process name onto the history grid on the organization view page. I'd like to say more would be happening faster, but there are some other more functional areas we're also working on.
After 3.2.0 is released, I'd appreciate your feedback on some of the changes and then we can go from there.
Thanks
posted November 7, 2012 by Chris Dahl, Foundant Technologies
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Ideas commented
I ditto Angie's suggestions, and it sounds like Foundant is discussing these types of UI changes currently. Thanks for listening!
posted October 15, 2012 by Shannon Forney, Metropolitan Regional Arts Council
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Ideas commented
Or....I wonder if there might be a way to let us choose say 5 to 6 fields that we want to have as column headings. Kind of like how we can choose what columns we want in Reports Beta report.
posted October 15, 2012 by Angie Boecker, Central Minnesota Arts Board
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Ideas commented
Chris,
The issue is that "project name" is less useful for us than a file number. While there is a field for grant number when you drill into each application, but it doesn't appear on the “Organization Application and Grant History “ table that Angie described in this inital posting. My point is that it would be more helpful to have this grant number field automatically display on the “Organization Application and Grant History “ table.
posted October 15, 2012 by Shannon Forney, Metropolitan Regional Arts Council
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Chris Dahl commented
Hi Shannon,
It's been a busy 45 days here with our users' conference and work on some releases - I'm sorry I haven't got back to you earlier.Thanks for the additional information.
So are the codes specific to a process or to an application / grant? If they are specific to an application / grant, are you using the Grant Number report field?
On another note ... one thing that we've discussed is doing a bit of refactoring of the UI to give us some more real estate in some of the grid displays (maybe by tightening up the font size a bit, only displaying the first 15-20 characters on the screen [but displaying the rest on a mouse-over], more icon usage, etc.). We've also discussed giving users the ability to customize the view of some of the grids (by adding a report field column for example). At this point, things are just at the discussion stage and we don't have a release targeted for these, but as we get more information, we'll hopefully be able to implement the changes in a way that benefits all of our users. I'm guessing you would find this work valuable?
Thanks
posted September 27, 2012 by Chris Dahl, Foundant Technologies
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Ideas commented
For example:
Applicant organization XXX may apply (and receive) 4 grants in a year. Each grant is from a different process, for which we have an internal coding system.
I would like to see a column next to project name that I can fill in with our codes; AAS12-2-052, AL11-1-013 rather than a project description.
Does that help clarify?
posted August 8, 2012 by Shannon Forney, Metropolitan Regional Arts Council
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Chris Dahl commented
Hi all,
I updated the IdeaLab item Put Process Name in Organization Application and Grant History which is the same as this one.
You're input around the ability to change "type of file" sounds a bit different, though, Shannon - can you expand on it?
Thanks
posted August 7, 2012 by Chris Dahl, Foundant Technologies
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Ideas commented
Agreed! We track all grant files by file number which is a code that tells us the fiscal year and the program the award was made in. I would like to have the ability to change "type of file" to a file number for easier tracking and grant history access.
posted February 2, 2012 by Shannon Forney, Metropolitan Regional Arts Council
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Ideas commented
Great post Angie. We've also had folks request a running total grant / paid amounts for an organization. Any other input out there on helpful enhancements to the organization detail page?
posted June 10, 2011 by Raymond Burket, Foundant Technologies