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Integrate budget into application

We often ask grant applicants to include a copy of their budget. It would be helpful if a budget form could actually be included in the application process, rather than as just a separate file upload.

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David B shared this idea  ·   ·  Report…  ·  Admin →
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  • Sarah Winig commented  ·   ·  Report

    Hi -

    For us, we are looking to use this type of question for budget purposes. We are currently asking grant applicants to list their budget items in a separate Excel spreadsheet and then upload it into the application. We would love to have a table-type question where the applicant can enter things like the total materials being purchased by the grant. They would enter the item name, quantity, and cost for the item (3 columns) and the system would calculate the subtotal for that item and the total for all rows. I would guess the average number of rows would be 6 or less, but occasionally, there might be more. I think we'd just need the total to be reportable, as long as all data in the table was visible in the Application Packet. I'm happy to send you our Excel spreadsheet if you want a sample of what I'm talking about.

    Thanks for considering the change!
    -Sarah

  • Sarah Winig commented  ·   ·  Report

    We would also really like the ability to do calculations in fields. We ask our applicants to submit a budget and ideally, we'd like to setup a table with columns such as item name, number of each item, and cost per item. The applicant would fill out those fields and then a sub-total per item and a grand total for all items could be calculated.

  • Rachael commented  ·   ·  Report

    We are also struggling with this feature at the follow-up point. The idea of adjusting the column or form to fit more questions on 1 row would be great. The idea of share questions certainly has good potential for generating follow-up from the LOI/application to the follow-up point. This means we can consider add more thought into building more into the application. But the main concern then comes at the point we build inline forms and obtain answers can the limited use of HTML be ideal here for citations, superscripts and all functionality that use more than your basic HTML? what are the work around in the current system?
    Rachael

  • Lisa commented  ·   ·  Report

    Just a couple ideas...

    1. Would love it would be nice if we had columns and the ability to span each field across columns, i.e. 1/3 and 2/3 or 1/3, 1/3 or 1/3. This would really cut down on the length of the form, imagine City. State, and Zip on one line.

    2. If I did have columns, how great would it be to have fields that would do calculations. This would be a great feature for a budget.

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