Add Remaining Funds to Bulk Action Grids

It is great to see the “Encumbered Funds” and the “Encumbered Applications” fields in the Auto-Match Applications grid.  The grid also includes the “Available Funds” field.  While this field may be useful the first time we begin matching to fund the Tier 1 opportunities, we think the “Remaining Funds” field may be more useful.  For example, see "fund attachment" from  Fund information on the Portfolio details. 

The BB&T Presidential Scholarship Summer 2016 Opportunity started with $88,888.00.  After matching the funds to 19 applicants, there is a balance of $44,888.00 (see attachment 2)

In the Auto-Match Applications Grid using the Process Opportunities view, it will be more useful to see the “Remaining Funds” instead of “Available Funds”.


As an opportunity administrator, I want to see the "remaining funds" in the applications grid so that I know how much money I still have available to award. 

  • Guest
  • Jun 14 2016
  • Reviewed: Voting Open
Employee Name Cammy Jagielski
Client Name "shard name" wvu
User System Admin
Functional Unit Grids
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