Outcomes

The Outcomes tabs show what your grants have achieved against the indicators of the outcomes frameworks attached to their Grants. Every figure is an actual recorded when a Milestone bound to an indicator was approved. To set frameworks up, see Outcomes frameworks.

Grant, Application, Milestone, Program and Funding Category are your organisation's own terms if you've renamed them.

Before you start

Attach an Active framework to the Grant and bind the Milestone templates' fields to its indicators. Until a bound Milestone is approved, the tabs show targets but no actuals.
Anyone who can open the Application, Grant or Program can read its Outcomes tab.

An Application's outcomes

Open the Application and select Outcomes. Each indicator shows its baseline, its target, the actuals by period, the cumulative actual and the percentage of the target reached so far.

An actual's period runs from the due date of the previous bound Milestone (or the Contract's start) to the Milestone's own due date.

Set an Application's baseline and target

On the Application's Outcomes tab, select Edit targets to set the Application's own baseline and target for each indicator, in place of the Grant's, then Save targets. You need to be able to edit and publish the Grant. The framework must be attached to the Grant first.

A Grant's and a Program's outcomes

Open the Grant, or the Program, and select Outcomes. For each indicator you see:

the approved actuals and the targets summed across the grants (a Percentage indicator is averaged over the grants reporting instead, and says so)
how many grants are reporting
the figures grouped by Funding Category
one column per financial year, with the year you choose beside the earlier ones

A Program's tab covers every Grant in the groups assigned to it. When a framework has more than one version, each version's figures are labelled with it. A Currency indicator shows one figure per currency, and amounts in different currencies are never added together.

Financial years

Years follow the Financial year start in your organisation's settings, or the calendar year when none is set. An actual belongs to the year its period ends in.

Export

Download CSV on a Grant's Outcomes tab downloads what the tab shows.
Export annual outcomes downloads one financial year's outcomes as a CSV or a PDF, for a Grant, a Program or every Grant, with the year before's actuals beside them. You need to be able to see every Grant the export covers. Each export is recorded in your organisation's audit log.

In Data reports

The same figures are the Indicators data source in Data reports, so you can build your own tables and charts from them.