View grant history on the Grants page

View grant history on the Grants page

Select Grants from the top menu to view historic details about your grants. At the top of the page, you will find the Granted total amount, Paid total amount, and number of Grants.

All information is pulled from the application record in FIMS, with the purpose information coming from the Program Name field in the FIMS record.

To hide or show a tile on this page, select its Collapse or Expand . The Pending, Pending review, and Approved tiles will display the number of records within that tile when collapsed.

Filter content

You can filter the information that shows on the Grants page. Select Filter, then select the Fund(s), Grantee(s), and Dates on which to base your filter. Select Apply filters.

Tip: To remove the filters and include information for all your associated funds, select Filter and then Clear all filters.

Pending recommendations

Note: The Pending section does not display if there are no pending recommendations.

Under Pending, you can view all the grant recommendations that have not yet been submitted for approval. For each recommendation, its status is displayed.

To hide or show information for a recommendation, select its Collapse or Expand .

To see or modify details of a recommendation, select the menu button beside it and select one of the following options:

• Quick glance: pulls up details in a side panel, where you can change or cancel the recommendation
• View details: pulls up details in a full-screen view, where you can then change or cancel the recommendation
• Change: This cancels the recommendation, and the Grant recommendation form displays with a copy of the information that was in the original recommendation. You can now create a new recommendation starting with these details.
• Cancel: This cancels the recommendation.
• Resend Email: For staff viewing as advisor, clicking this option resend the recommendation submission confirmation email to the user who submitted the recommendation.

Note: For users to be able to change or cancel a pending recommendation, the 'Allow grant suggestions to be cancelled while pending' setting in Control Panel\Site Configuration\Options has to be enabled:

Configure Site Options

Note: If a suggestion import window has already been opened in FIMS, foundation staff will have to manage the recommendation in FIMS. For more information, see this Article.

Pending review

Note: The Pending review section does not display if there are no grants pending review.

Under Pending review, you can view all the grants that have been submitted but have not yet been approved. For each pending grant, its status is displayed, showing which steps in the process are completed  and not completed . When a pending grant's approval is completed, the grant no longer displays under Pending review and is shown under Approved.

To show the details page for a pending grant, open its menu  and select Quick glance (for a half-screen view) or View details (to go to a full-screen view on a new page). To hide or show information for a pending grant, select its Collapse  or Expand .

Approved grants

Under Approved, you can view all grants that have been approved. For each grant, its status is displayed. Each completed step in the process displays a checkmark  beside the status along with the completed date. Steps that are not yet completed display a grayed-out checkmark  and status. For example, a grant that is approved but not yet paid displays beside the Paid in full status.

Select a grant's menu, then select one of the following:

• Quick glance to see details in a half-screen view
• View details to display the Grant Details page
• Recommend again to submit another grant recommendation for the same organization.
• Resend Email: For staff viewing as advisor, clicking this option resend the recommendation submission confirmation email to the user who submitted the recommendation.

To hide or show information for a grant, select its Collapse or Expand.

Grant totals by year

In the Grant totals by year bar graph, you can view your grant totals for the last ten years. You can hover over each bar in the graph to display the exact grant total by year.

Grant totals by recipient

In the Grant totals by recipient pie chart, you can view the grant totals for your top 7 recipients. If you have more than 7 recipients, all other recipient totals will be represented by the "Other" segment.

Select the name of any recipient to exclude it from the chart. Select the button again to include the recipient in the chart.

Hover over a section in the chart to display the amount of the grant total by recipient.