Hi all,

First, thanks for the feedback. Just to clarify - are we only talking about Denied requests, or would this include Closed and/or Abandoned (probably in their own categories on the dahboard)? I ask because the initial topic mentions "Denied", Marla mentions "When a grant is closed, it disappears from the dashboard" and Michelle, I didn't see anything specific in your comment. It might seem a bit nitpicky, but the details are really important - and believe me, we even have trouble with them in our internal discussions. So if you could add some details around exactly what is meant, that would help.

That said, at this point given other work we have lined up, this is really not a high-priority item for us. However, as I get a better understanding, I can bring it to our product team and we can determine priority and level of effort.

Thanks,

-chris

posted March 27, 2013 by Chris Dahl, Foundant Technologies

Hi Marla,

I would like to see this topic discussed again too. It is a restriction that doesn't allow me to properly manage my applications and therefore leads to a lot of manual management which is not ideal.

Thanks,

Michelle

posted February 27, 2013 by Michelle Sullivan, The Joyce Foundation

I'd like to revive this topic because I also love the ability to find things quickly on the dashboard. It would be really helpful to see denied grants, but also closed grants on the dashboard.

We often need quick access to the total number of applications submitted (to show demand for funding, e.g.) or a good example of a particular type of project that was awarded. When a grant is closed, it disappears from the dashboard.

We can run a report, but the dashboard is so much faster and easier.

Thanks, all.

Marla

posted February 27, 2013 by Marla Collum, National Trust for Historic Preservation

Fair question. Our current reasoning around what we display in the Dashboard was to only show "Active" requests/grants. That is, requests and grants that are still in play. Other than abandoned or deleted requests, we consider all of them to be active. In terms of decisions (grants and declinations) we only consider grants active as they may still be in play in terms of payments or grant reports or simply the activity that the grant is funding. Declinations we consider dead (no grant reports, no payments, no grant activity), and so don't show them in the Dashboard.

All of the above said, we're here to learn and I would love to understand a little more about the "why" of seeing declined grants on the Dashboard. It seems like over time that number would get pretty large and I wondered if that would really be meaningful or helpful on a daily basis. Alternatively I could see where one might find it helpful to see some subset of declined grants on the Dashboard as a reference--perhaps for a particluar grant cycle?

To see declined grants in the current system, one must go to Search Requests and then filter on a status of declined. It's around three clicks to do this.

I hope this helps you understand our thought processes (for better or worse!). The other thing I'll offer up customization. Different folks have different ideas about what they'd like to see on the Dashboard. I hope someday to give folks more ability to customize what they actually display on their Dashboard. That may well be the ultimate solution!

Thank you for posting Alison!

-raymond

posted August 11, 2011 by Raymond Burket, Foundant Technologies