When a fund advisor is looking at the FUND SUMMARY page and Recent Grants, the list of Recent Grants that displays on this page is a maximum of 20 grants. It’s not a list determined by a lookback of a month or anything that seems to make sense, in fact an advisor of ours made a bunch of grants on the same date and this list was only showing some of them, which led her to believe that not all of them had gone through. Adding to the confusion is that it looks like the advisor can choose to edit the grants that display on the page (from 20 to 100 - see screenshot attached), but even when they choose to see the last 100 grants, it only displays 20. That is extremely confusing!

Once I figured this out, I added an explanation at the top of the page to hopefully clarify confusion – under Portal Options, Fund Advisor tab, Portal Fund Advisor Header. So that hopefully helps a bit, but unfortunately that header content is not exclusive to the FUND SUMMARY page, it also shows up on the general FUNDS page. I don’t see a Content setting to have a header for Fund Summary only but not the entire Fund Advisor page.