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Milestone portfolio and summary line - Product News

See every milestone that is due, overdue, awaiting review or approved this month across all your grants, and a status summary above the milestones list.

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What's new

  • Milestone portfolio. Award and pay > Milestones > Portfolio shows how many milestones are due in the next 30 days, overdue, awaiting review and approved this month across all your grants, each with its total funding amount. Filter by grant, funding category or contract manager, see the next twelve months with what is paid and unpaid, and select a figure to open exactly those milestones in the list. Export downloads the set you choose as a CSV. See Milestone portfolio.
  • Summary line on the milestones list. Above All Milestones, a line now shows how many milestones are in each status and the pending payments in each currency. Select a status to list just those milestones. See Milestones and batches.
  • New filters on the milestones list. All Milestones can now be filtered by portfolio set, funding category and contract manager.