Milestones

• Checklist - Milestones

  What to check before you send milestones to applicants.

• Commitments beside actuals

  Show each grantee what they committed to in their application or contract beside the milestone deliverable they report on, and review commitment, actual and variance side by side.

• Frequently asked questions about milestones

  Short answers about creating, sending, reviewing and sharing milestones.

• Milestone portfolio

  See what is due, overdue, waiting for review and approved this month across every grant, and open any of them in the milestones list.

• Milestone templates

  Set up reusable milestones with a deliverables form, a funding amount and self-service options.

• Milestones and batches

  Create a milestone for one application, give the same milestone to many applicants in a batch, and manage each milestone.

• Outcomes

  Read an Application's, a Grant's or a Program's outcomes against their targets by financial year, and export them for your annual report.

• Outcomes frameworks

  Build a framework of domains, outcomes and indicators, import one from a CSV or start from a starter, version it, attach it to a Grant with targets, and bind Milestone deliverables to its indicators.

• Reporting bands

  Scale what you ask of a grantee to the size of the grant, and generate each grant's milestone schedule from its band.

• Reviewing a milestone

  Approve or decline each deliverable of a submitted milestone, then approve the milestone or ask for a resubmission.