Milestones

Milestones are the deliverables you agree to complete for your funding. They are sent to you once an application has been accepted, and many are part of a contract. Milestones lists every milestone you can reach, by due date.

Labels that name Milestone, Application and Contract use your organisation's own term if you've renamed it.

The milestones list

Each row shows the milestone, its status once it is submitted, and its payment status (Not paid, Partially paid or Paid). Select the title to see its details, or the row's button to work on its deliverables: Complete, Resubmit or View.

If your contract's payments rise each year, the Amount of an indexed milestone shows three more figures beneath it: Base, the amount before the rise; Uplift, what the rise adds; and Indexed, the amount after it. A later year that hasn't been confirmed yet is marked:

• Projected: the figures are worked out but not yet final.
• To be indexed: the rise isn't known yet, so only Base shows.

A milestone's details page shows its Amount, Due Date, Description, Status, Payment Status and the payments made so far.

Complete the deliverables

1. Select Complete on the row, or Complete Deliverables on the details page.
2. Fill in the deliverables. They save as you go.
3. Select Submit, then Submit Milestone to confirm. You see The Milestone was submitted.

Some deliverables count towards an outcome your funder measures. Beside such a field you see its unit, your baseline and your target: enter what you achieved in this period. It counts once the milestone is approved.

A file you upload as a deliverable has View, Version n of m and History, as an application's files do; see Applying for a grant.

Once submitted, the deliverables go for review and can't be changed unless a resubmission is requested. You must complete and submit all deliverables by the Due Date.

What you committed to

Some deliverables show what you committed to beside the field you complete, read only, labelled From your application or From your contract. Enter what actually happened beside it. Where your application left the answer blank, it says Not stated in the application: the field is still yours to fill, and still required if it is marked required.

A budget table lists each line of your application's budget with Committed, Actual and Variance. The item and the committed amount can't be changed. Enter the actual for each line and the variance updates as you type: + when you spent more than committed, − when you spent less, with the Total underneath. Add spending your budget didn't include with Add a line; it shows Not in the original budget. Only those added lines can be removed.

When a resubmission is requested

The details page says Resubmission Requested and marks the deliverables to change.

1. Select Resubmit Deliverables.
2. Change the marked deliverables.
3. Select Submit, then Resubmit Milestone.

When every deliverable is approved, the page says Approved: every deliverable was approved.

Share a milestone

Share Milestone shows Who has access. When the organisation allows sharing outside it, you can set General Access to Anyone with the link: anyone with the link can complete the deliverables without signing in. Select Copy link, then Done. Set it back to Restricted to stop sharing.

Create a milestone

Some organisations let you create a milestone yourself. Select + Create New Milestone, choose the Milestone Type and, where asked, the Application, Contract and Amount, then select Continue to Deliverables. This appears only when it is turned on for your organisation.

See also

• Contracts
• After you submit