Learn how to use the Requirements Dashboard to get an overall picture of grant requirements across all requests and payments.
Accessing the Dashboard
Click on Dashboard within the main navigation bar. Select “Requirements" from the dropdown menu.
Dashboard Overview
The Requirements Dashboard provides numerous options for viewing requirements. The main page shows a chart of upcoming reports. The chart can show a monthly or weekly view.
Below the chart, requirements are grouped by Upcoming, Overdue, and Recently Completed. A chart to the right of the monthly/weekly view shows Overdue requirements.
List View of Requirements
Click into the monthly/weekly view chart to see a list of requirements for that month.
Click “View All” for any of the categories (Upcoming, Overdue, Recently Completed) to see a list view of requirements.
From this list view, users can click “Edit Columns” to add additional data fields as columns within the List View. Users may find it helpful to add organization, request, requirement and payment fields as columns.
Filtering the Dashboard
From the main dashboard, users can filter the dashboard by selecting the criteria in the top-left corner.
Within the filter modal, users can filter the dashboard based on Staff Person, Requirement Type, Request Status, Organization, and Code Type.