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Frequently asked questions about milestones

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

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I created a batch. Why can't the applicants see it?

A batch is created Not Sent. Select Send Batch on the Milestone Batches list to make its milestones visible and email the applicants.

Why can't I change a milestone's amount?

The amount comes from Currency fields on the deliverables form, so it is worked out when the milestone is submitted.

Why can't I undo an approval?

A milestone paid in full, or with a payment in a payment batch, cannot have its approval undone.

Why can't I approve a milestone?

Its amount may be above your Milestone Approval Limit. Select Request Reviewer and choose an administrator with a higher limit.

Why doesn't an approved milestone show on the Outcomes tab?

Only a field bound to an indicator counts, and only once the milestone is approved. Check the template's Bind to indicator panel; see Outcomes frameworks.

Can someone outside our organisation complete a milestone?

Only if your organisation's Share milestones outside the organisation setting is on. Then Share Milestone opens a link anyone can use to complete the deliverables without signing in.

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.