Track percentage coding for Paid Amount

Submitted by: Barbara Shortridge

Current Functionality: Clients are able to create dashboards and track Request Amount percentage based coding

Desired Functionality: Client would like to be able to track percentage coding on Paid Amount for requests to include in dashboards

Client Reason: Client is tracking those affected by their own grants, and feels that what they intend to track is not addressed by the current model of Outcomes. Client would like to be able to track, by race, who receives funding from Exelon

  • Guest
  • Nov 24 2015
  • Reviewed: Voting Open
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  • Guest commented
    February 13, 2017 20:51

    Yes, please!  We also do most of our reporting on what has been paid in a given fiscal year. Also, we have an added requirement to track giving to our 4 primary geographic areas - this is something we must report to our auditors every year and therefore need to regularly track. We've applied the % coding to the areas, but have found it useless without GO's ability to extend the award % coding to the payments.

  • Guest commented
    March 17, 2016 17:46

    We do most of our reporting on what has been paid vs. what has been approved so being able to track percentage coding for each payment would be very helpful. I am having to edit things manually now.

  • Aaron Larkin commented
    January 28, 2016 15:11

    Slight modification of title; marked as reviewed