Ability to sort by Encumbered Funds

Adrielle Westrop

We are looking for a way to ensure no awards are missed in the current cycle. An easy way to do this would be to have the ability to sort by awards that already have funds encumbered. Unfortunately, there is no way to do this. Adding an encumbered funds column to the general opportunities grid would be super helpful.

Michele GuyorBorthwick

I am not sure how my Financial Aid cohort does this, but when I wanted to see which scholarships are not yet spent or have money remaining, I went to Opportunities-> Portfolios-> Opportunities. I then sorted the "Total Remaining Amount" column by >0. This showed all scholarships with any money that FinAid has not attached to a student recipient and marked "Requested" (though each organization may have slightly different steps when awarding). I then saved the view using the checkmark in the top left corner of the grid and named it '21/22 scholarships with funds remaining'.


Michele

Adrielle Westrop

Thank you for the insight! Unfortunately, (and I am unsure why, its something further up the chain) we do not always keep these amounts up to date, and therefore that parameter is not effective in our environment.


Thanks!

Adrielle Westrop

Thank you for the insight! Unfortunately, (and I am unsure why, its something further up the chain) we do not always keep these amounts up to date, and therefore that parameter is not effective in our environment.

Thanks!