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Milestone templates

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

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A milestone template is a reusable milestone: its title, its funding amount and the deliverables form applicants complete. Milestone templates are kept under Plan > Form templates > Milestones. Milestone is your organisation's own term if you've renamed it.

Create a milestone template

  1. Go to Plan > Form templates, open the Milestones tab and select New Milestone Template +.
  2. Enter the Title and Description.
  3. Under How is the Milestone amount determined?, choose:
    • Fixed Amount: a dollar Funding Amount set on the template, which can be changed for each application when the milestone is created.
    • Form Field: the amount comes from Currency fields the applicant fills in on the deliverables form. Choose the Currency fields; several are added together. Until the deliverables are submitted, the milestone shows the template's estimate.
  4. Select Create Template, then Edit Template to build the deliverables form in the Form Builder.
  5. Select Save.

Once a milestone uses the template, how its amount is determined and its Currency fields can no longer change.

Self-service

Under Self-service, choose whether applicants and verifiers can use the template themselves, once your organisation's Milestones settings allow it:

  • Allow applicants to submit this milestone
  • Allow verifiers to create this milestone
  • Applicants/Verifiers can set the amount when creating. When unticked, a self-service milestone takes the template's amount.

AI comparison

Tick AI comparison to offer reviewers Compare with commitments on submitted milestones of this template. It is off by default, and needs Acquittal comparison switched on under AI assistance. See Reviewing a milestone.

Bind to indicator

The Bind to indicator panel lists the deliverables form's Number and Currency fields. Choose an indicator for a field, from the outcomes frameworks attached to any Grant, then select Save bindings. Approving a Milestone then records the field's answer as an actual against that indicator. See Outcomes frameworks.

Show commitment from

The Show commitment from panel lists the deliverables form's fields that can carry a commitment. Choose where each one's commitment comes from: a Field Tag or Cell Tag on an application or Request More Information form, or the contract's Funding amount, Contract start date or Contract end date. Only sources of the field's type are offered. Select Save commitments. See Commitments beside actuals.

Copy a template

Select Clone on the template list to copy it with the same title, amount settings, self-service boxes and deliverables, named "… (copy)".

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.