Is there a 'Pending' category in the Summary Budget chart for payment amounts associated with unapproved requests?
When I add the Budget Summary dashboard widgit, or try to build a pipeline report, my options are limited Current budget amount, total Paid, total Committed and the Balance. Committed appears to be defined as any payment that is scheduled, Not paid, regardless of if the request has been approved or not. It would be great to have a category to display in that chart or in reports that showed payments for grant requests that are in the pipeline, but unapproved (i.e., Pending). These are not committed yet because they have not been approved, but they factor into the impact on the budget so it would be very useful to see it in the chart. Is there a way to do this that I am overlooking? Thanks.
Answers
-
Hey @Matt Schoenstein - I checked in on this with the team. Have you tried creating Budget categories for Approved and Pending? If the Payment is committed from a Pending Request, you could drop it in the Pending category. If this doesn't work, please submit into the Ideas Portal if you have a chance so we can make record of this ask. Thanks!
1
Categories
- All Categories
- New YourCause Community TEST
- New SKY Community TEST
- New Grantmaking TEST Community
- New Altru Test Community
- New bbcon Community - TEST
- 12 Blackbaud Agents for Good™
- New Raiser's Edge NXT Community
- 7 Blackbaud Community Help
- 218 bbcon®
- 1.4K Blackbaud Altru®
- 409 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1.2K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 16 donorCentrics®
- 361 Blackbaud eTapestry®
- 2.7K Blackbaud Financial Edge NXT®
- 681 Blackbaud Grantmaking™
- 599 Blackbaud Education Management Solutions for Higher Education
- 3.3K Blackbaud Education Management Solutions for K-12 Schools
- 952 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 85 JustGiving® from Blackbaud®
- 7K Blackbaud Raiser's Edge NXT®
- 3.9K SKY Developer
- 257 ResearchPoint™
- 123 Blackbaud Tuition Management™
- 165 Organizational Best Practices
- 247 Member Lounge (Just for Fun)
- 40 Blackbaud Community Challenges
- 37 PowerUp Challenges
- 3 (Closed) PowerUp Challenge: Grid View Batch
- 3 (Closed) PowerUp Challenge: Chat for Blackbaud AI
- 3 (Closed) PowerUp Challenge: Data Health
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Product Update Briefing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports+
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Email Marketing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Gift Management
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Event Management
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Home Page
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Query
- 822 Community News
- 3.1K Jobs Board
- 57 Blackbaud SKY® Reporting Announcements
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)
