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Recommended amounts at decision time, and milestones issued on approval - Product News

See each Application's fund allocation beside Amount granted, and have prepared Milestones issued the moment it is approved.

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What's new

  • Recommended amounts beside Amount granted. With Fund Management on, Step 3 of an approval Decision now shows each Application's recommended amount under its Amount granted, for example "Recommended $5,000.00". It is the sum of the Application's allocation values across your funds in this year's annual allocation. It is there for reference only and never changes the amount you enter. An Application with no allocation shows no recommendation. See Funding decisions.

  • The same figure on the API. The Funding Applications API returns it as recommended_amount when you ask for that extra method. An allocation takes precedence over a value you imported.

  • Milestones issued on approval. Application Milestones you prepared before a decision are now issued to the Applicant as soon as the Application is approved. That happens when an approval is sent, or when the Applicant (or their Institution) accepts the offer. The Applicant is notified and sees them in their Milestones list. Contracts and payments can then be created on the approved Application as before.