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Commitments beside actuals on milestone templates and reviews - Product News

Bind milestone deliverables to what the grantee committed to, and review commitment, actual and variance side by side.

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What's new

  • Show commitment from. A milestone template's Show commitment from panel binds each deliverable field, Table column or whole Table to a Field Tag or Cell Tag on the application or a Request More Information form, or to the contract's Funding amount, Contract start date or Contract end date. Each field is offered only sources of its own type. See Commitments beside actuals.

  • Commitment, actual and variance in the review. The milestone review shows a Commitments table under the deliverables, with each bound field and budget line's commitment, actual and variance, and each amount column's total. Export to PDF prints the same table. See Reviewing a milestone.

  • Refresh commitments. Until a milestone is first submitted, Refresh commitments on its page reads its commitments again from the application and contract, and History records each value that changed.