Reporting bands and linked conditions - Product News

What's new

• Reporting bands. A small grant no longer needs a custom reporting schedule. Set bands on a grant round or a program, each an amount range with the reports it owes: the milestone template, when each is due and its share of the grant. A round with no bands of its own uses its program's. See Reporting bands.

• Generate a schedule from the band. On an application with an approved Funding Decision, select Generate schedule to get one draft milestone per report in the band the granted amount falls in. Change or remove any of them, then select Send schedule to publish them, or Discard to start again. If a variation later moves the grant into another band, the application says so, and the milestones already sent stay as they are. See An application.

• Use a band on a contract. At a contract's Milestones step, Use reporting band creates the same milestones as contract milestones, which the grantee sees once the contract is executed.

• Linked conditions hold a payment. The Linked Conditions field on a milestone's page links it to conditions of its application. Until every linked condition is approved, the milestone isn't offered in a payment batch, and its page says why. See Milestones and batches.