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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.

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A commitment is what the grantee said they would do or spend: an answer from their application or a Request More Information form, or a fact of their contract. Bind a deliverable of a milestone template to a commitment, and every milestone made from the template shows the grantee the committed value beside the field they complete. Reviewers then see commitment, actual and variance side by side.

Application, Contract and Milestone are your organisation's own terms if you've renamed them.

Before you start

  • Tag the application fields you want to report against. A Field Tag marks a field, and a Cell Tag marks one column of a Table. See Form builder.
  • Editing a template's commitments needs permission to edit templates.

Show commitment from

  1. Open the milestone template under Plan > Form templates > Milestones.
  2. Under Show commitment from, each field of the deliverables form that can carry a commitment has a row: Currency, Number, Date and text fields, each Table column, and each whole Table.
  3. For each row, choose where its commitment comes from:
    • a Field Tag or Cell Tag on an application or Request More Information form, or
    • a contract fact: Funding amount, Contract start date or Contract end date.
  4. Select Save commitments.

Each row offers only the sources that hold its type of value. A Currency field takes a currency tag or the Funding amount; a Date field takes a date tag or one of the two contract dates; a Table column takes a Cell Tag on a column of the same type. Fields on assessment and decision forms, and internal-only fields, are never offered. If a source no longer matches, saving says "That source holds a different type of value from this field" at its row.

A binding whose tag was deleted shows Source removed. Choose another source or No commitment, then save.

Commitments are read when a milestone is published, and kept with it. A later change to the application or the template changes nothing on milestones already published.

Refresh commitments

On a milestone's page, Refresh commitments reads its commitments again from the application and contract. It is offered until the milestone is first submitted, to anyone who may create milestones. The milestone's History records each value that changed, with its old and new value.

Review commitment, actual and variance

When you review a milestone, the Commitments table under the deliverables shows each bound field and each committed budget line with its Source, Commitment, Actual and Variance, then the total of each amount column. For example, Venue hire committed at $2,000.00 and reported at $2,200.00 shows +$200.00.

  • "Not stated in the application" means the source was left blank, or hidden by the form's logic.
  • A field bound to an outcomes indicator shows the grant's target as its commitment, with the indicator's unit and baseline. See Outcomes frameworks.

Export to PDF prints the same table after the deliverables.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.