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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.

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The milestone portfolio shows where every milestone stands across all your grants, so you can see what needs chasing without opening each grant. Go to Award and pay > Milestones > Portfolio.

Labels that name Milestone, Grant and Funding Category use your organisation's own term if you've renamed it.

Before you start

You need Can access Manage Milestones. Every count and total covers only the milestones your Data Access Rules let you read, so two administrators can see different figures on the same page.

The four figures

Each figure shows how many milestones are in it and their total Funding amount. Amounts in more than one currency are shown separately and never added together. A milestone with a funding amount of $0 is counted but adds nothing to the total.

  • Due in the next 30 days: due between today and 30 days from today, and not yet approved.
  • Overdue: the due date has passed and the milestone has not been submitted, is not under review and has not been approved.
  • Awaiting review: submitted by the grantee and waiting for your review.
  • Approved this month: approved or finance approved in the current calendar month, in your organisation's time zone.

Milestones of a contract that was terminated or withdrawn are left out of Due in the next 30 days and Overdue.

The line under the figures, As at, gives the time they were read. Reload the page to read them again.

Select a figure to open All Milestones showing exactly the milestones it counted, with the same filters applied. There, Filters shows the figure as Portfolio set, beside Funding Category and Contract Manager.

Filter the portfolio

Use Grant, Funding Category and Contract Manager at the top of the page to narrow every figure and the timeline. Choose All to clear a filter. The filters are kept in the page address, so you can bookmark a filtered view or send it to a colleague.

If your role cannot read the list behind a filter, such as the Funding Categories in Settings, that filter shows a box for an id instead of a list of names. Paste the id and press Enter, or move to the next field, to apply it. Empty the box to clear the filter.

The next twelve months

Next twelve months lists this month and the eleven after it. For each month it shows the number of milestones due, how much of their funding amount has been paid and how much is still unpaid. When nothing is due it says No Milestones due in the next twelve months.

Export a set

  1. Choose a set in Milestones to export. It starts on Overdue.
  2. Select Export. Backed downloads a CSV of the milestones in that set, with the filters you have chosen.

An export holds up to 5,000 milestones. For a larger set, narrow it with the filters first.

Milestones to export and Export also need Can generate reports or Can generate document reports. Without either, you can still read the portfolio but not download it.

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.