Pending Grants in the "New" bucket
Pending Grants in the "New" bucket entered by an internal user are visible on the fund advisor portal. These amounts are still in draft form and have not been posted or approved. It would prevent issues if there was a separate tab for grants entered by internal users or when entering a grant to list the external users who will be able to see it or even a "publish to the portal" option for unposted grants.
Ann Fisher
shared this idea
-
Bryant Phillips
commented
For the new portal, when a grant is added to the New bucket in CSuite it is also visible to fund advisors on the portal. It would be better if it didn’t display in the portal until the grant is paid. Before the grant is paid, there is a chance the grant hasn’t been reviewed yet and the information isn’t accurate. If a grant request is submitted through the portal, it should display the status of that grant throughout the process. It’s the grants that aren’t requested through the portal that we’d like to not have displayed until they are paid.
If “Grant Notify” is enabled for a fund advisor, they are only notified once the grant has been paid. The same logic should apply to what’s made visible in the portal.