Reviewing a milestone

When an applicant submits a milestone, its reviewers are asked to review it. You decide each deliverable, then finish the review.

Review the deliverables

1. Open the milestone and select Review. The page shows the Submission number and Your approval limit.
2. Read the Submitted deliverables.
3. Under Decisions, select Approve or Decline for each deliverable. For a decline, give a Reason for declining; the applicant reads it when they are asked to resubmit. Use Undo decision to change your mind. The page counts how many are decided.
4. Select Next once every deliverable is decided.

Commitments

When the milestone's template binds deliverables to commitments, the Commitments table under the deliverables shows each bound field and committed budget line with its Source, Commitment, Actual and Variance, and the total of each amount column. See Commitments beside actuals.

Compare with commitments

Compare with commitments checks the submission against what the grantee committed to in the application, the funding decision and the contract. Select Compare with commitments (or Compare again) under the deliverables. Each flag shows what was Committed beside what was Reported, with a link to where each came from and, for an amount, the Difference.

The flags are AI-generated and advisory. They never approve, decline or ask for a resubmission; you still decide every deliverable yourself. Mark each flag Noted or Raised with grantee, with an optional comment. If the milestone is resubmitted, the page says the comparison read an earlier submission; compare again to check the new one.

This appears only when Acquittal comparison is switched on under AI assistance for your organisation and the milestone's template has AI comparison ticked.

Finish the review

• Approve Milestone, when every deliverable is approved. The applicant is told no further review is needed.
• Request Resubmission, when any deliverable is declined. The applicant is asked to resubmit the declined deliverables; the approved ones stay as they are.
• Request Reviewer, to ask another administrator to review. They see your decisions as a draft and may change them.

If the milestone's amount is above your Milestone Approval Limit, request a reviewer with a higher limit. If you cannot finish the review, the page says an administrator who may approve or decline milestones can.

Complete on behalf

Complete on Behalf opens the deliverables for you to complete for the applicant. Approve Milestone then submits your answers and approves every deliverable at once.

See also

• Milestones and batches
• Commitments beside actuals