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Matching funds and suggested allocations - Product News

See the funds that can pay for an application, allocate to them in one step, and have allocations suggested for a whole grant.

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ForAdministrators

What's new

  • Matching funds. An application's Funds tab lists its Matching Funds: the funds whose rules accept it and that have a balance to distribute or are linked to its grant, each with its distributable balance. A fund earmarked for another recipient is never listed. See Allocating applications to funds.
  • Allocate to Matching Funds. One button allocates the application's unallocated approved amount across its matching funds for the current year, each up to its distributable balance. It needs an Approved Amount, and an allocation the application already has from a fund this year is added to.
  • Suggest Allocations. A grant's Applications tab can suggest allocations from the funds linked to the grant, highest-scored application first, until each fund's balance runs out. Change any amount, untick any row, then select Accept Selected; nothing is saved before that. See Applications list.